植耀輝:歐美股市反彈 港股有望止跌回穩
耀才證券研究部總監植耀輝稱,歐美股市隔晚(20日)反彈,個別金融股止跌回穩。值得留意的是,瑞信股價大跌逾五成,瑞銀股價則先跌後回穩。最終美股三大指數均上升,升幅則介乎0.4%至1.2%。另外,聯儲局今(21日)起一連兩日進行議息會議,結果對金融市場或又會帶來另一重衝擊。
至於港股方面,恆指昨日再度大跌,並創今年新低。恆指在金融股拖累下,一度低見18,829點,尾市有所反彈,全日計收報19,000點,下跌517點或2.65%。成份股幾乎全線下跌,僅得百度-SW(09888.HK)錄得升幅,另外中行(03988.HK)及康師傅(00322.HK)則無升跌。而匯控(00005.HK)則罕有成為最大跌幅成份股,跌幅達到6.2%,友邦(01299.HK)跌幅亦達到4.2%。由於隔晚歐美股市反彈,對港股亦有望帶來支持;不過投資者現時仿如驚弓之鳥,一旦再出現利淡消息,恐怕又會加劇大市跌勢。且看大市能否短期重上100天線亦即19,400點之上水平。
(筆者為證監會持牌人,並未持有相關股份)
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外圍造好 恆指有望反彈
耀才研究部稱,雖然金融股續見波動,但在整體投資氣氛略為改善下,歐美股市隔晚(20日)反彈,當中道指上升1.2%,歐洲股市普遍升幅亦超過1%。至於反映中概股表現之金龍指數則跌約1%,當中拼多多(PDD.US)業績遜預期,股價大跌超過14%。
至於港股方面,恆指繼續尋底,昨日更一度失守18,900點水平,逼近18,800點水平,收市跌517點或2.65%,收報19,000點。科指跌幅亦達到109點或2.75%。金融股續拖累大市,匯控(00005.HK)及友邦(01299.HK)分別急跌6.2%及4.2%。由於歐美股市有回穩跡象,預期對今日港股亦有望反彈,不過基於短期變數仍多,聯儲局議息以及業績等因素,即使大市能有所反彈,彈幅亦未必太大,阻力位暫約為19,400點水平。
技術分析方面,恆指昨日以陰燭下跌,並失守100天線,走勢恐進一步轉弱。經昨日之急跌,恆指亦已跌至保歷加通道底部(19,000點附近水平)支持,短期且看能否守穩該水平。
(筆者為證監會持牌人)~
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