植耀輝:美股造好 港股短期走勢仍樂觀
耀才證券研究部總監植耀輝稱,美股隔晚(10日)造好,當中納指連升第三日,道指及標普500指數則分別上升0.56%及0.7%。續有聯儲局官員「放鷹」,表示需要加息以遏止通脹,不過主席鮑威爾在瑞士央行發表演說中並未提到加息,則被視爲利好市場氣氛。投資者仍將繼續觀望週四公佈之CPI數據表現。
港股昨日呈窄幅上落,高低波幅只得208點,最終大市亦錄得跌幅,但幅度相當有限,僅56點,成交金額雖有所回落,但仍達到1,313億元。成份股中表現較好爲吉利(00175.HK)及金沙(01928.HK),升幅達到6%及4.8%,表現較差則爲內房相關股,龍湖(00960.HK)及碧桂園(02007.HK)便跌近3%。
雖然恆指下跌,不過整體走勢未有太大改變,事實上港股已累積相當升幅,故在缺乏進一步利好消息下,恆指現水平呈整固亦合理,加上美國亦將公佈CPI數據,相信短期仍會維持窄幅上落,亦正如筆者早前所指,只要守穩250天線水平,後市看法依然樂觀,亦有望再挑戰高位。
(筆者爲證監會持牌人,並未持有相關股份)
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納指連升第三日 港股整固後仍有望造好
耀才研究部稱,在科技股表現理想支持下,隔晚(10日)美股三大指數均造好,當中納指升幅超過1%,投資者續觀望經濟數據及企業季績。至於金龍指數則繼續有好表現,隔晚再升1.73%。港股方面,昨日輾轉回落,濠賭股及汽車股表現出色,新經濟股及本地地產股表現則下跌。由於港股未見進一步利好消息,加上累升不少,故有所回調亦相當合理,另外投資者亦關注即將公佈之中美經濟數據表現。不過隔晚中概股造好,預期將有利恆指今日(11日)表現,若能突破近期阻力21,500點,後市有望挑戰21,800點或更高水平。
至於技術走勢,恆指自1月4日裂口急升後,過去四個交易日均呈窄幅上落,畢竟累升不少,加上21,500點附近阻力不輕,短期內或會先於現水平整固。不過整體走勢仍理想,10天線昨日亦升穿250天線水平,後市走勢仍有望轉強。
(筆者爲證監會持牌人)~
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