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植耀輝:美股偏軟交投轉淡 港股17,400點有支持
耀才證券研究部總監植耀輝稱,美股隔晚(21日)下跌,聯儲局官員釋出鴿派信息,惟投資者關注內地疫情對經濟之影響,加上臨近感恩節假期,交投亦轉趨淡靜,最終道指下跌45點或0.1%,收報33,700點,標普500指數及納指則分別下跌0.4%及1.1%,收報3,949點及11,024點。 回說港股方面,投資者繼續關注內地疫情進展,另外科技股走勢疲弱亦拖累大市表現,恆指一度大跌超過600點,最終收市則跌336點或1.87%,收報17,655點,成交金額1,102.95億元。成份股中以濠賭股表現較差,銀娛(00027.HK)及金沙中國(01928.HK)便分別下跌5.8%及7.75%,內需股表現亦欠佳,海底撈(06862.HK)便下跌7.1%。 雖然港股連跌第四個交易日,但累積跌幅亦不算多,另外恆指昨日雖一度急跌,但亦能企穩10天線即17,400點之上,反映市底不弱,預期短期除非再有突發消息,否則該水平應會有不俗支持。只是大市要有所突破亦不易,皆因投資者仍密切關注內地疫情表現。在此情況下,預期港股將維持區間上落,續於17,400至18,300點徘徊。 (筆者為證監會持牌人,並未持有相關股份) ******** 恆指整固後上望18,785點 首要支持為10天線 耀才研究部稱,美股隔晚(21日)收跌,納指跌1%,道指及標指變動不大,投資者等待美國經濟數據出爐,美10年期國債息率於3.8厘水平爭持。內地及港股方面,市場關注疫情發展以及個股業績,北京進行三天三檢,拖累科網股的走勢。人行向6間內銀推2,000億元人民幣保交樓貸款支持計劃,為商業銀行提供零成本資金,支持房地產貸款及保交樓計劃,內房股上週經歷回調後有望彈出。恆指連跌四日,不過成交愈見縮減,加上北水未有退卻,指數未見明顯轉勢的現象。 技術走勢方面,恆指10天線升穿50天線造成新一個黃金交叉,指數有條件沿10天線拾級而上,本週接近回補11月11日的裂口17,368點,指數仍然有條件上望18785點。 (筆者為證監會持牌人)~
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