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植耀輝:加息符預期 港股續有望反彈
阿思達克 02-02 09:48
耀才證券研究部總監植耀輝稱,美國聯儲局一如市場預期加息0.25厘,主席鮑威爾指通脹壓力稍為放緩,但暗示仍會繼續加息。隔晚(1日)美股走勢反覆,最終道指微升6點,標普500指數及納指則造好,分別上升1.05%及2%。投資者繼續關注企業業績以及經濟數據表現。 至於港股方面,在議息前夕表現不俗,受惠於A股午後發力,恆指亦越升越有,加上新經濟股有好表現,濠賭股亦顯著造好,最終恆指以全日高位收市,收報22,072點,上升229點或1.1%,全日成交金額1,555.7億元。不過南向資金淨沽出仍達到20.29億元,雖然較前兩日有所減少,但已是連續第三日出現淨流出。 由於聯儲局議息結果符預期,預期對市況影響不大,當然後市能否繼續有好表現,A股表現亦值得關注,中證監宣布,就全面實行股票發行註冊制主要制度規則向社會公開徵求意見,消息或對A股投資氣氛及中資券商股有利。如A股有力再上,相信恆指短期仍有望上試早前高位亦即22,700點水平。 (筆者為證監會持牌人,並未持有相關股份) *********** 加息符預期納指揚 恆指有望再試高位 耀才研究部稱,美股隔晚(1日)個別發展,聯儲局議息後一如市場預期加息0.25厘,隔晚(1日)道指靠穩,標普500及納指則造好。中概股表現亦理想,金龍指數大升4.34%,當中百度(BIDU.US)美股股價便大升超過13%。 港股方面,受A股造好加上新經濟股有好表現,恆指午後維持理想升幅,最終更以全日最高位收市,上升229點,重上22,000點關口。成交量則維持超過1,500億元水平。由於議息結果符預期,美股隔晚特別是納指表現理想,預期對今日(2日)港股走勢亦正面;若A股能維持強勢,港股則有望再度挑戰前高位,亦即22,700點水平。 至於技術走勢方面,恆指昨日在跌至20天線(21,505點)附近後出現反彈,並以全日高位收市,同時亦重上10線水平,反映市底甚強,不過MACD快慢線差距有所擴大,技術指標未見改善,反映市況短期或會維持反覆待變,於現水平先行整固。 (筆者為證監會持牌人)~
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