植耀輝:「鷹派」言論震散美股 恆指先留意10天線支持
耀才證券研究部總監植耀輝稱,美股隔晚(2日)表現相當波動,聯儲局一如市場預期加息0.75厘,議息聲明中似釋出「鴿派」預期,美股受此帶動急升,美匯指數及債息亦回落;惟聯儲局主席鮑威爾在記者會中卻不斷釋出「鷹派」言論,美股隨即又升轉跌。最終三大指數顯著回落,當中道指大跌505點或1.55%,收報32,147點,標普500指數跌幅則達到2.5%,納指表現更差,大跌3.36%,收報10,524點。
港股方面,雖受颱風影響提早於下午二時前休市,但仍能延續近期反彈勢頭,恆指最多便升至15,867點,收市則報15,827點,上升371點,大市總成交1,060億元。科技股美團-W(03690.HK)及阿里-SW(09988.HK)續有不俗表現,但論焦點則肯定是醫藥相關股,當中康希諾-B(06185.HK)股價爆升63%至141元,最高更曾見147.5元。集團在微博宣布繼上海開啟吸入用新冠疫苗接種後,江蘇省13個城市也已開展吸入用新冠疫苗的部署工作。其他醫藥股亦有好表現,石藥(01093.HK)便上升超過14%。
由於美股急挫,預期對港股亦會帶來影響。當然,過去兩個交易日港股有能不俗反彈,A股造好亦是原因之一,若A股能持續走強,港股亦有望受惠。宜留意港股能否企穩15,440點,亦即10天線水平。
(筆者為證監會持牌人,並未持有相關股份)
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恆指首次突破10天線,MACD出現牛訊號
耀才研究部稱,隔晚(2日)美股全線下跌,日內上演「過山車」行情,納指跌逾3%。聯儲局議息後宣布加息0.75厘,符合市場預期,主席鮑威爾表示未來仍將繼續加息,雖然於12月可能會放慢加息步伐,但終端利率將會更高。利率期貨顯示市場預測美國基準利率於明年首九個月均會維持於5厘的水平,對股市造成壓力,道指蒸發逾400點的升幅,最終倒跌500點。港股方面,由於人民幣將再度因美國加息事宜受壓,科網股較大機會拖低大市,ADR預示恆指回吐近400點,將會考驗10天線15,441點水平。
至於技術走勢方面,恆指昨日成功突破並收於10天線之上,MACD出現牛訊號,為轉勢之現象。指數站穩10天線水平後,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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