植耀輝:美股偏軟 觀望議息結果
耀才證券研究部總監植耀輝稱,美股隔晚(1日)偏軟,投資者繼續觀望聯儲局議息結果,道指下跌79點或0.24%,收報32,653點,標普及納指則分別下跌0.41%及0.89%。
至於港股方面,踏入11月開局有不俗表現,盤中一度升至15,632點,雖然在3時20分後一度於短時間內由高位急速回調300點,但恆指最終仍能高收,收報15,455點,上升768點或5.23%,科指升幅更達到7.8%,大市成交金額則達到1,538億元。值得留意的是,在人民幣匯價反彈下,A股亦有好表現,上綜指及深成指分別上升2.62%及3.24%,兩市成交金額亦接近萬億元人民幣。
成份股僅得中銀香港(02388.HK)微跌,升幅超過一成之股份亦有6隻,當中包括美團-W(03690.HK)及騰訊(00700.HK),而內需股華潤啤酒(00291.HK)及海底撈(06862.HK)亦出現強勁反彈,前者急升10.27%,後者則成為表現最佳成份股,升幅達到13%。
後市方面,暫時仍抱觀望,雖然港股大成交配合下顯著反彈,惟氣氛未見太大改善,而且昨日上升似是憧憬內地或會於明年通關,除非有進一步相關消息,否則後市難延續反彈矣,且看恆指能否先突破並企穩15,500點之上水平。
(筆者為證監會持牌人,並未持有相關股份)
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恆指升穿10天線後上望16,137點
耀才研究部稱,隔晚(1日)美股輕微回落,美國10月ISM製造業指數報50.2,略高市場預期的50,道指一度升逾200點,不過後來亦試過倒跌200點,聯儲議息會議前後市況較為波動。港股昨日靠內地傳出設立「復工委員會」消息帶動,一口氣從近日低位抽升至10天線水平,不過仍然未能成功突破,由於國家外交部未有確認相關消息,投資者需要把握更多證據才能繼續推高股市,受惠復工的板塊包括餐飲、酒店,其次為服裝及其他非必須消費品。
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。若指數突破即市阻力後,將有條件回補10月21日的下跌裂口即16,137點。
(筆者為證監會持牌人)~
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