You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 科技股「撐」起美股 恆指弱勢仍待扭轉
耀才證券研究部總監植耀輝稱,美股上周五(28日)出現強勁反彈,雖然亞馬遜(AMZN.US)季績表現失色,但英特爾(INTC.US)及蘋果公司(AAPL.US)股價造好,支持科技股整體有好表現,道指便大升828點或2.6%,納指及標普500指數則分別上升2.9%及2.5%。全周計,道指累升5.7%,連升第四個星期,標普500指數及納指亦分別累升3.9%及2.2%。 港股方面,上周五再度大跌,恆指低見14,770點,多隻藍籌再「破底」,騰訊(00700.HK)亦一度失守200元大關。照現時情況來看,恆指要扭轉弱勢不易,尤其是市場受到多種利淡因素影響,當中包括外圍科技股季績表現欠佳、內房債務問題持續發酵、本地拆息抽升以及經濟前景不明朗等。當然,從上周急跌之情況來看,不少股份跌幅相當驚人,不排除短線出現跌反彈之可能,惟始終大市氣氛仍差,加上投資者亦關注企業盈利表現,故部署上亦只宜揀取部分具盈利支持之股份或板塊。 至於恆指表現,上周累跌達1,348點或8.3%,單計本月跌幅亦超過13.7%,為連續兩個月跌幅超過13%。年初至今恆指累跌則已達到36.5%,科技跌幅更超過五成!正如上文指出,恆指受困於多個利淡因素,預期即使反彈空間亦相當有限,反而本周尚有多個因素須關注,外圍便包括聯儲局議息會議以及最新就業數據,本地亦繼續有多間公司公布季績表現。由於缺乏利好消息,恐怕尋底格局未變,故雖然美股上周五顯著造好,惟除非能重上15,800點水平,否則弱勢仍能扭轉。 (筆者為證監會持牌人,並未持有相關股份) ********** 恆指未能重返15,000點續尋底 耀才研究部稱,美股上周五(28日)顯著反彈,三大指數均升逾2%,由於重要通脹指標,核心個人消費開支平減指數增速達5.1%,不過低於預期的5.2%,支持股市出現反彈。不過,金龍中國指數繼續下跌,中概股未能擺脫弱勢,恆指上周五再度失守15,000點大關,短期內仍然屬於尋底格局。今日(31日)中國將公布10月PMI數據,市場預期數據可能再度跌穿榮枯線,達到49.8;另外,澳門開展連續三日的全民檢測,經濟活動收限令賭股穿底機會較大,而堅守清零的政策方向亦會令大市下試新低。 至於技術走勢方面,恆指10天線即使一直下移,但近期的反彈卻未曾升穿該水平,指數未見轉勢之現象。恆指必需要於收市前返回15,000點關口才能將跌勢減弱。 (筆者為證監會持牌人)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account