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植耀輝:科技股受壓美股跌 恆指維持續試底格局
耀才證券研究部總監植耀輝稱,美股上周五(24日)持續受壓,美國一月份PCE物價指數按年上升5.4%,剔除食物及能源價格後之核心PCE亦達到4.7%,兩者均高於市場預期,投資者再度關注息口去向。受此影響,美股特別是科技股跌勢顯著,納指跌幅便達到1.7%,道指及標普500指數跌幅亦超過1%。全周計,道指及標普500指數分別累跌2.7%及3%,納指跌幅更達到3.3%。展望本周,美國將公布2月ISM數據,另外百貨零售股如Costco(COST.US)、Macy(M.US)及Bestbuy(BBY.US)等亦會公布業績。 至於港股方面,恆指上周表現依然未見起色,科技股業績未有為大市帶來支持之餘,由於業績表現未有驚喜,加上京東傳將推出「百億補貼」,在利淡消息拖累下,恆指一周累跌709點或3.4%,科指跌幅更達到5.8%。現時恆指已跌至20,010點,距離250天線支持不足20點。由於上周五美股表現亦欠佳,執筆之時新加坡黑期亦已跌至19,700點附近,相信港股今日(27日)低開機會相當高,一旦250天線失守,意味後市走勢將進一步轉弱,後市恐須下試19,500點或更低水平。 (筆者為證監會持牌人,持有Costco股份) ************* 加息陰霾拖低美股 港股失250天線走勢續弱 耀才研究部稱,美國1月PCE數據高於預期,投資者再度關注未來息率去向。受此影響,上周五(24日)美股三大指數均悉數下跌,當中以納指跌幅最大。本周美國將公布ISM數據,對經濟狀況會有更多啟示。至於反映中概股表現之金龍指數則大跌近4%,連跌第二個交易日。 港股上周五延續近期頹勢,下跌341點,連跌第四個交易日,科技股則成為跌市最大元凶,多隻股份跌至月內低位。由於A股走勢仍相當反覆,加上本周續有不少企業公布業績,預期觀望氣氛仍會主導後市去向。在入市意欲仍低的情況下,且看20,000點能否守穩。另外,恆指公司在季檢後宣布維持藍籌股組合不變。 至於技術走勢方面,恆指上周延續跌勢,並逐步逼近250天線(約20,000點)支持。一旦失守該支持,意味向下趨勢將進一步確認,後市恐須回落至去年12月橫行區,亦即19,300至19,500點附近。 (筆者為證監會持牌人)~
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