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植耀輝:美股反覆觀望數據 港股整固後有望再上
耀才證券研究部總監植耀輝稱,受聯儲局有官員發表鷹派言論拖累,美股隔晚(9日)走勢反覆,道指蒸發早段升幅之餘更倒跌,至於納指則在Tesla(TSLA.US)反彈及芯片股造好下仍能維持升幅。由於本周美國將公布CPI數據,加上亦有企業季績,預期市況仍會較反覆。 回說港股方面,恆指繼續保持強勢,並再創年內新高,一度高見21,470點,最終收報21,388點,上升396點或1.89%,成交金額達到1,564億元。值得一提的是,恆指本月已累升超過8%,科指升幅更達到10.7%,表現堪稱全球最佳。雖然走勢仍佳,不過昨日所見,21,400點附近阻力不輕,另始終已累升不少,故預期短期或會於現水平整固,待有進一步利好消息配合後始有望再作突破。 板塊方面,科技股走勢不俗,昨日阿里-SW(09988.HK)便大升近9%,本月計升幅更已達到28%,並成為近期升市之功臣。雖然有多重利好消息,不過始終短期升幅驚人,短期或須先「抖一抖氣」。惟在憧憬監管有望鬆綁及估值收復下,股價續有望再試高位,故已持貨之投資者不妨考慮繼續持有。 (筆者為證監會持牌人,並未持有相關股份) ****** 美股個別發展 港股料作整固 耀才研究部稱,隔晚(9日)美股三大指數個別發展,道指及標普偏軟,不過納指仍能錄得升幅,投資者繼續關注本周公布之經濟數據表現,以及企業新一季之成績表。至於反映中概股表現之金龍指數則上升0.72%。 至於港股方面,昨日一度高見21,470點水平,全日計亦升396點或1.9%,收報21,388點,成交則依然暢旺,達到1,564.23億元。與此同時,A股亦有不俗表現,滬深兩市續升之餘兩市成交亦維持8,000億元人民幣以上,反映中港股市在成交量配合及投資氣氛理想的情況下,只要外圍股市未有太大波動,後市仍有望續試高位。 至於技術分析方面,恆指現時正處於一上升通道中,而MACD「牛差距」持續擴大中,反映恆指走勢仍偏強,後市只要續企穩於250天線水平,上升趨勢依然未改,目標先看22,00點水平。 (筆者為證監會持牌人)~
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