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植耀輝:多種因素主導美股 今日焦點A股復市
耀才證券研究部總監植耀輝稱,美股上周五(27日)走勢靠穩,除納指較突出外,道指及標普則變化不大。展望本周,多個因素對美股會有較大啟示,當中聯儲局將舉行議息會議,加息0.25厘已是大眾共識,但未來加息步伐如何將備受市場關注;另外多間科技巨企包括蘋果公司(AAPL.US)、Amazon(AMZN.US)、Meta(META.US)及Alphabet(GOOGL.US)等亦將陸續公布業績。至周五則有美國就業數據表現。相關因素對美股以至環球金融市場均會有舉足輕重影響。 回說港股方面,上周五窄幅上落,不過最終仍能上升超過0.5%,至22,688點,全周計則升近3%。由於整體氣氛依然理想,預期恆指後市有望續試年內高位。不過大市始終累積不少升幅(恆指年初至今已累升近15%),加上今日(30日)除關注A股復市後表現外,尚要留意聯儲局議息後之聲明,預期恆指暫於22,500點附近爭持,如A股及美股有所突破,港股則有望進一步挑戰23,000點水平。 (筆者為證監會持牌人,並未持有相關股份) ************ 耀才研究部稱,美股上周整體表現不俗,道指連升第六個交易日,全周計升1.8%,納指全周計更升4.3%,並連續第四個星期上升。不過本周尚有不少值得關注事項,當中包括聯儲局議息會議、企業季績及經濟數據。預期對美股會有較大啟示。 至於港股在踏入兔年後表現繼續理想,上周累升近3%,內房及科技股表現出色。值得一提的是,上周僅8隻成份股錄得跌幅,反映大市整體氣氛仍相當不俗。今日(30日)A股將復市,若表現理想則有望進一步刺激港股造好。不過港股始終累升不少,短期暫先看能否突破23,000點關口。 技術走勢方面,雖然恆指9天RSI已升至80超買水平,惟日線圖走勢仍佳之餘,MACD「牛差」亦持續擴大,釋出利好訊號,意味後市仍有望維持強勁。暫仍以10天線(21,864點)為短線支持,守穩此水平的話,後市仍有望挑戰更高水平。 (筆者為證監會持牌人)~
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