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植耀輝:美股個別發展道跌微跌 港股續考驗250天線支持
耀才證券研究部總監植耀輝稱,美股隔晚(8日)個別發展,ADP私人就業職位增速高於預期,進一步加深投資者對加息之擔憂;不過聯儲局主席鮑威爾在第二日國會聽證會上立場有所軟化,美股有所反彈。當中納指收市上升45點或0.4%,收報11,576點,標普500指數則微升0.14%,道指一度下跌240點,最終收報32,798點,下跌58點或近0.2%。投資者繼續觀望週五公布之非農就業數據。 港股方面,昨日大跌超過483點,恆指亦一度失守20,000點關口,最低見19,969點。新經濟股成為拖累大市元凶,京東集團-SW(09618.HK)及美團-SW(03690.HK)均急挫逾4.4%,科指表現亦差,跌幅達到3.2%。事實上,恆指亦全日計只得三隻成份股錄得升幅,科指成份股更全數下跌。由於大市充斥不利消息,包括美國加息幅度恐高於預期,以及A股走勢轉弱等均利淡市場氣氛,另外恆指亦進一步逼近250天線水平,一旦失守恐會有更深調整,建議大家還是續抱觀望會較好。 板塊方面,娛樂影視股成為逆市奇葩,多隻股份升幅以倍計,當中電視廣播(00511.HK)升85%,英皇文化產業(00491.HK)亦升近倍,而邵氏兄弟(00953.HK)更單日急升超過3倍。有線寬頻(01097.HK)、橙天嘉禾(01132.HK)及香港科技探索(01137.HK)升幅相對較少,但仍分別達到19%、22%及27.6%。雖說個別股份具直播帶貨概念,惟升幅實在過於誇張,現價高追風險不低,持貨者亦宜稍作減磅先行獲利為佳。 (筆者為證監會持牌人,並未持有相關股份) *********** 美股回穩 港股恐失守兩萬關 耀才證券研究部團隊稱,雖然ADP私人新增職位優於預期,不過聯儲局主席鮑威爾在出席國會聽證會中表示尚未對3月議息會議有任何決定,被視為立場有所軟化。美股個別發展,納指及標普500指數上升,道指則微跌。 港股方面,恆指一度跌穿20,000點關口,最終收報20,051點,下跌483點或2.35%,科指跌幅更達到3.23%。由於整體投資氣氛未見改善,投資者繼續消化美息上調以及觀望即將公布之就業數據。除非A股能有好表現,否則預期港股反彈空間有限。 技術走勢方面,經連續兩個交易日下跌後,恆指走勢又再度轉差之餘,MACD熊差亦有再度擴大跡象,弱勢恐怕仍會持續。另由於恆指亦已失守10天線20,300點,短期後市形勢不樂觀,恐怕將進一步考驗250天線(19,904點)支持。 另外,部分娛樂影視股急升,電視廣播(00511.HK)升85%,邵氏兄弟(00953.HK)更單日急升超過3倍。此類股份炒作味濃,加上升幅實在驚人,故不建議沾手。 (筆者為證監會持牌人)~
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