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植耀輝:靜待議息結果 港股頹勢難扭轉
耀才證券研究部總監植耀輝稱,在投資者觀望聯儲局議息會議情況下,隔晚(31日)美股三大指數表現偏軟,三大指數跌幅介乎0.39%至1.03%。不過若以10月份表現,則道指累升近14%,為1976年以來最佳月度表現;至於標普500指數及納指亦累升8%及3.9%。 港股方面,在10月最後一個交易日表現依然未見起色,雖然一度重上15,100點,但升幅再次無以為繼之餘,午後跌幅又一度再次擴大,最終恆指收報14,687點,下跌176點,成交金額1,309億元。 單計10月份,恆指累跌近15%,年初至今大跌37%,值得留意的是恆指已連續兩個月跌幅跌過一成,亦是連跌第四個月。另外昨日亦出現一個現象,就是新經濟股雖見造好,但傳統股跌幅頗驚人,當中石油及內銀股便顯著下跌,反映投資氣氛相當慘淡。由於本周聯儲局將公布議息結果,另亦會公布美國就業數據,若短期仍未有利好消息,恐怕恆指一浪低於一浪形態難以扭轉矣!雖然個別股份跌得頗低殘,但還是不宜現階段撈底。 (筆者為證監會持牌人,持有中海油(00883.HK)股份) ********** 港股重返15,000點前難言轉勢 耀才研究部稱,隔晚(31日)美股三大指數收跌,臨近本周的重大聯儲局議息會議,投資者轉為審慎,納指跌1%,市場預期聯儲將會率先加息0.75厘,而12月再度加息0.75厘的機會率降為40%。不過,內地多個省市再度出現封控清零政策,拖慢經濟復甦步伐,離岸人民幣於亞洲時間下試7.33的新低水平,港股與A股反彈的誘因較少,市場轉為關注個別股份業績。友邦(01299.HK)第三季新業務價值7.41億美元;按固定及實質匯率按年分別升7%及1%,中國業務按年升6%,較上半年的跌24%改善。 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)~
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