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植耀輝:聯儲局放「鷹」美股跌 港股長假期前續整固
耀才證券研究部總監植耀輝稱,美股隔晚(18日)顯著下跌,雖然美國勞工部公布之去年12月PPI低於預期,惟聯儲局官員接連放「鷹」,預期高息仍會維持一段時間,美股隨即回落,最終道指大跌613點或1.8%,標普500指數及納指亦分別下跌1.6%及1.3%。Netflix(NFLX.US)將於美國時間19/1後公布季績,對科技股料會有較大啟示。 回說港股走勢,開市早段一度下跌近155點,不過在中午前已收復失地,其後維持窄幅上落,收市競價時段再有好表現,最終上升100點或0.47%,收報21,678點,全日成交金額1,278億元。 成份股中以網易-S(09999.HK)表現最佳,升幅超過6.5%,另外濠賭及石油板塊表現亦較突出。至於最差成份股為中升(00881.HK),股價急挫8.3%,另外內房板塊沽壓亦顯著,碧桂園(02007.HK)及碧服(06098.HK)便分別下跌6.4%及5.5%。 由於隔晚美股變化不大,預期港股今日將繼續於現水平維持拉鋸格局,儘管港股暫缺乏利好消息難出現突破,不過市底亦相當硬淨,10天線亦已見不俗支持;另外,今日(19日)港股通暫停,在缺乏北水情況下,預期成交量將有所減少之餘,亦因長假期漸近,預期市況亦會變得較淡靜,相信大市會暫於21,300至21,800點水平上落。 (筆者為證監會持牌人,並未持有相關股份) ******** 官員放「鷹」美股急跌 港股10天線料有支持 耀才研究部稱,雖然美國公布去年12月PPI數據增幅低於預期,惟聯儲局接連有官員放「鷹」,拖累隔晚(18日)美股由升轉跌,美股三大指數跌幅介乎1.2%至1.8%;美匯轉強亦扭轉商品價格走勢,油價及金價亦先升後跌。另外反映中概股表現之金龍指數亦跌2.51%。 至於港股,昨日大部分時間均處區價上落,最終仍能上升0.47%,收報21,678點。今日起港股通將暫停,預期大市交投及投資氣氛將轉趨淡靜,港股亦會維持窄幅拉鋸,於21,500點附近爭持。 技術走勢方面,港股昨日再度考驗10天線支持,短期只要仍守穩該水平,走勢仍可看好。不過要留意的是MACD差距正進一步收窄,反映後市走勢存在不定變數。另一方面,港股現時仍處於自去年低位14,597點反彈後所形成之上升通道內,中線上升趨勢仍有望維持,預期只要守穩21,000點,後市仍可看好。 (筆者為證監會持牌人)~
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