植耀輝:港股重上20,800點 今日聚焦匯控(00005.HK)業績
耀才證券研究部總監植耀輝稱,隔晚(20日)美股因總統日假期休市。至於港股昨日則在A股造好支持下回升167點,重上20,800點水平。港股午後升幅一度有所擴大,惟在逼近21,000點附近阻力明顯並再次無功而回,反映該水平阻力不輕,後市能否重上此水平,A股能否維持強勢屬關鍵;另外今日亦有匯控(00005.HK)公布業績,表現亦會對港股有所啟示,預期恆指暫會持續於21,000點附近拉鋸。
值得一提的是中資電訊股,有消息指中電信(00728.HK)正佈局大模型技術開發,另外亦積極關注產業版「ChatGPT」,並已具備相關技術研發基礎,刺激A股抽升,H股亦升近4%,連帶聯通(00762.HK)及中移動(00941.HK)亦升超過3%。ChatGPT熱潮令相關概念股備受追捧,事實上與AI相關之產業鏈頗受投資者關注,筆者早前亦有就相關情況稍作提示;只是現時要評估整個產業受惠情況仍言之尚早,畢竟仍處相當初步階段,加上股價年初至今已顯著上升,因此暫不宜高追,惟若見回吐小注吸納則無妨。
(筆者為證監會持牌人,並未持有相關股份)
************ 歐股個別發展 恆指受制10天線阻力
耀才研究部稱,美股隔晚(20日)因總統日假期休市,歐洲股市則個別發展,惟整體變化不大。港股方面,恆指昨日上升167點或0.8%,科指亦升1.3%,銀行、保險、證券和電信板塊表現不俗。值得留意的是,A股亦有不俗表現,上綜指及深成指均上升超過2%。如A股持續造好,對港股亦有支持。
另外,本周將有眾多重磅藍籌公布業績,亦成為市場另一焦點,今日便有匯控(00005.HK)及恆生銀行(00011.HK),業績表現對投資氣氛將有較大影響。當然,美國聯儲局會議紀要及PCE數據亦受市場關注,對美股亦會有較大啟示。在眾多因素左右下,預期恆指將續於21,000點附近拉鋸,一日大市未見突破,投資者宜續保持謹慎。
技術分析方面,恆指昨日一度失守50天線(20,740點),其後出現反彈,惟亦未能成功重上10天線(21,108點),預期短期走勢仍較反覆,並續維持窄幅上落。
(筆者為證監會持牌人)~
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