植耀輝:美股連升兩星期 港股有望再試高位
耀才證券研究部總監植耀輝稱,美股上周五(2日)反覆靠穩,美國非農就業職位勝預期,美股一度受到拖累,不過收市仍能靠穩,道指更由跌轉升;全周計,道指微升0.2%,標普500指數及納指分別累升1.1%及2.1%,為連續第二個星期上升,亦是10月以來首次。投資者對美國未來加息步伐仍有分歧,不過本周美國除周五(9日)公布之PPI外,未有太多重要數據公布,故市場關注點將落於部分零售股上。
回說港股,上周表現相當不俗,在投資者繼續憧憬內地防疫措施進一步優化下,恆指累升1,101點或6.3%,國指亦升397點或6.7%,恆生科指更累升378點或10.8%。展望本周,預期在相關因素支持下,恆指仍有上升可能,上周夜期便進一步抽升至19,180點。但須留意相關消息已刺激港股累彈不少,短期且看恆指是否能企穩19,000點水平。
(筆者為證監會持牌人,並未持有相關股份)
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恆指上望250天線水平
耀才研究部稱,美股上周五先跌後回穩,收市個別發展,不過變數不大。美國非農多26.3萬份工超預期,而發聯儲局可能維持進取加息的憂慮,壓制了股市的彈幅。中概股繼續受捧,金龍中國指數再升5%,人民幣走強亦有利港股繼續向上;北上廣深等大城市放鬆查驗核酸證明的要求,離岸人民幣兌美元自9月以來首次升破七水平,黑期預示恆指再升500點。焦點板塊當中,比亞迪股份(01211.HK)11月汽車銷量23.04萬輛,按年增長1.34倍,再創單月銷售新高,股價受減持消息影響,但基本因素上仍然有條件為估值進行修復。
恆指接連以三白兵的形態升穿100天線,成交亦增量配合,上周高位高見19,237點,已接近回補9月14日的裂口19,296點,於100天線整固後,下一個關鍵阻力位250天線20,683點。
(筆者為證監會持牌人)~
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