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植耀輝:美股反彈觀望就業數據 港股後市還看兩會行情
耀才證券研究部總監植耀輝稱,美股上周五(3日)表現不俗,美國10年期債息回落利好投資氣氛,三大指數反彈,當中納指升幅便接近2%;全周計,道指累升1.75%,結束連跌四周走勢,納指及標普500指數亦分別累升2.58%及0.6%。本周聯儲局主席鮑威爾將出席國會聽證會,另美國將於本周五公布非農新增職位表現,料對美股後市會有較大啟示。 至於港股方面,恆指及科技在連跌四星期後終出現反彈,全周計分別累升2.8%及5%。成份股中以海底撈(06862.HK)表現最佳,一周計累升逾兩成,盈喜消息刺激股價顯著造好;至於新經濟股百度-SW(09888.HK)及網易-S(09999.HK)亦有好表現,前者續受惠ChatGPT概念,股價累升近14%;網易則升近一成,該股前周大跌近9.3%後,上周幾乎收復所有失地。另外,聯通(00762.HK)及中移動(00941.HK)近期股價表現相當出色,以升幅計聯通更是上周表現第三佳股份。中移動亦累升近7%,升至近三年新高。 展望本周行情,兩會會議已正式開展,投資者會觀望兩會期間會否有更多刺激經濟之措施,另外企業業績亦繼續受到關注。加上大市經周五上升後,現時亦已逐漸逼近250月線(約21,000點),在未能衝破該水平之前,筆者對後市還未必敢過份樂觀,預期將繼續於20,000至21,000點整固。 (筆者為證監會持牌人,並未持有相關股份) *********** 美股後市還看就業數據 港股觀望氣氛仍濃厚 耀才研究部稱,美股上周五(3日)有不俗表現,當中納指便反彈近2%,道指及標普500指數亦分別上升1.2%及1.6%。本周美國將有多項重要數據公布,當中非農就業數據對息口去向舉足輕重,另聯儲局主席鮑威爾亦會出席國會聽證會,相信本周美股仍會相當波動。 港股方面,上周五跟A隨股造好,全周計亦有不俗表現,恆指累升2.8%,科指升幅更達到5%。展望本周,投資者焦點將集中與兩會相關消息,畢竟對A股或港股個別板塊會有較大啟示。另外如上文提到,周五(10日)美國亦會公布非農數據,預期對投資氣氛會有所影響。相信港股短期暫會繼續維持區間上落。 技術走勢方面,恆指上周五持續反彈,MACD熊差進一步收窄,惟在逼近20天線(20,748點)後受阻而回,短期宜留意能否先企穩於10天線即20,350點水平。惟正如早前所指,一日未突破21,000點水平,後市仍未能過於樂觀。 (筆者為證監會持牌人)~
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