植耀輝:美股下跌納指跌2% 港股21,900點料有支持
耀才證券研究部總監植耀輝稱,美股隔晚(30日)下跌,當中納指沽壓較顯著,跌幅接近2%,另道指及標普500指數亦分別下跌0.77%及1.3%。投資者繼續關注議息結果以及科企業績表現。
港股方面,在期指結算日終見顯著調整,全日計下跌超過619點或2.7%,收報22,069點,成交金額達到2,032億元,主要是受港股通恢復所致。雖然大市急跌,但年初至今恆指仍累升超過11.6%,何況A股在長假期後復市表現亦較投資者失望,故出現調整亦合理。當然,重磅股捱沽是大市下跌主因之一,騰訊(00700.HK)及阿里-SW(09988.HK)便分別下跌6.7%及7.1%。
儘管跌勢顯著,但恆指本月累計仍升近12%,阿里及騰訊累積升幅仍超過兩成,故出現調整亦合理。另外,正如昨日及上文指出,本周尚有多個因素左右大市去向,今日(31日)內地便會公布一月PMI數據,外圍方面則有多國央行(包括聯儲局)舉行議息會議。另外多間科技巨企亦將陸續公布業績。至周五則有美國就業數據表現。預期本周港股仍有機會出現調整,短期且看21,900點能否有支持。
(筆者為證監會持牌人,並未持有相關股份)
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納指下跌 港股觀望內地PMI數據
耀才研究部稱,受科技股拖累,美股隔晚(30日)表現偏軟,納指便下跌近2%;投資者繼續關注科企業績表現,另外本周聯儲局亦將公布議息結果。至於反映中概股表現之金龍指數則顯著下跌4.1%。
港股方面,在騰訊(00700.HK)及阿里-SW(09988.HK)拖累下,恆指急跌2.7%,收報22,069點,成交量亦顯著回升至2,032億元。值得留意的是港股通出現69億元淨沽出,反映「北水」在長假期回歸後趁高減磅。畢竟恆指及股份於一月累升不少,出現回調亦合理。今日(31日)內地亦將公布PMI數據,如A股表現回穩,港股跌勢亦有望喘定,預期21,900點會有不俗表現。
技術走勢方面,恆指昨日裂口下跌後表現持續偏弱,走勢呈大陰燭之餘亦續漸逼近10天線(21,930點)支持,一旦失守意味短期走勢或會轉差,可須進一步回試20天線即21,300點附近,此亦是恆指今年初橫行區間之下方水平。
(筆者為證監會持牌人)~
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