植耀輝:美團七連跌拖累港股 不建議博反彈
耀才證券研究部總監植耀輝稱,美股隔晚(16日)因馬丁路德金紀念日假期休市,歐洲股市則普遍造好,倫敦富時指數微升0.2%,德國DAX及法國CAC指數升幅則介乎0.28至0.32%。至於港股則連續第四個交易日上升,不過升幅只得8點,盤中亦一度下跌超過166點,主要受美團-W(03690.HK)股價下跌拖累。不經不覺美團股價已是七連跌,正如筆者早前所指,美團難免受到騰訊減持之因素拖累,事實上北水亦持續大手減持,相信股價短期沽壓仍顯著,故續不建議大家博反彈,科技股中首選仍為阿里-SW(09988.HK),惟宜待其稍為回落至98至100元後再作部署。
至於大市方面,相信短期仍將維持拉鋸局面,始終恆指累升不少之餘,高位壓力亦逐漸有增加之勢,故除非有進一步利好消息,否則在在農曆新年假期前夕,港股要再作突破的機不大。另外,內地今早(17日)公布一系列經濟數據,預期大市將維持窄幅上落,於21,000至22,000點徘徊。當然,恆指現時仍維持於一上升通道中,加上下方支持力度依然不弱,相信後市走勢仍可看高一線。
(筆者為證監會持牌人,並未持有相關股份)
*********
美股續觀望企績 港股高位拉鋸整固
耀才研究部稱,美股隔晚(16日)因馬丁路德金紀念日休市,不過本週尚有多個因素值得留意,經濟數據表現,本週將公布12月PPI以及新屋動工及二手樓銷售表現,另外大摩(MS.US)、高盛(GS.US)及Netflix(NFLX.US)等亦會陸續公布季績表現。
至於港股,昨日表現反覆,一度升至21,947點,不過午後受美團-W(03690.HK)跌勢加劇下,最多曾跌近166點,跌至21,572點,不過匯控(00005.HK)造好,加上阿里-SW(09988.HK)回穩均對港股帶來支持,最終恆指仍能微升8點,連續第四個交易日上升。始終港股累升不少,出現調整亦屬合理;何況港股與A股長假期在即,在節日因素及鎖定利潤情況下,預期恆指亦未必會出現顯著突破,因此相信恆指在本週餘下時間,將大部分維持區間上落,於21,200至22,000點水平徘徊。
技術走勢方面,雖然恆指「四連升」,惟高位再度出現陰燭,某程度上反映上方仍存在一定沽壓,當然後市只要守穩10天線約21,300點水平,向上趨勢依然未變,惟一旦失守該水平,則走勢有機會轉弱,此點宜多加留意。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.