耀才團隊:續觀望美非農數據 恆指冀守穩250天線
耀才研究部稱,港股昨日(5日)因清明節假期休市,而在假期前夕(4日)恆指輾轉下跌,受科技股拖累,恆指最多曾跌逾280點,其後跌幅有所收窄,最終收報20,274點,下跌134點或近0.7%,科指跌幅則達到1.6%,當中美團-W(03690.HK)大跌超過4%,投資者關注南非股東Naspers會否減持,另騰訊(00700.HK)及阿里-SW(09988.HK)亦分別下跌近1%及3%。油股則續受惠油價上升,中海油(00883.HK)收升逾3%,中石油(00857.HK)及中石化(00386.HK)升幅亦達到2%。
雖然港股走勢有所轉弱,不過現時仍能守穩250天線水平,另A股強勢對港股亦會有所支持。值得留意的是上綜指數已重上3,300點關口,兩市成交亦達到1.3萬億元人民幣,如投資氣氛能維持,對後市屬正面;當然後市焦點亦離不開美國就業數據。美國最新公布之ADP私人職位僅增加14.5萬人,遠低於市場預期之21萬人,投資者將密切關注本周五公布之非農數表現加上長假期因素,預期恆指將續於現水平窄幅上落。
(筆者為證監會持牌人)~
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