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植耀輝:美股反覆靠穩 恆指有望重上20,500點
阿思達克 04-11 10:11
耀才證券研究部總監植耀輝稱,美股隔晚(10日)反覆靠穩,上週公布之非農新增職位稍高於市場預期,投資者預期聯儲局加息0.25厘之機率顯著上升,科技股早段表現亦欠佳,蘋果公司(AAPL.US)早段跌幅一度逼近3%;尾市表現回穩,最終納指僅微跌3點;至於道指及標普500指數則微升0.3%及0.1%。 至於A股昨日走勢則有所轉弱,滬綜指下跌12點或0.37%,收報3,315點,深成指則跌0.8%,收報11,871點,不過兩市成交依然活躍,全日總成交金額達到1.3萬億元人民幣。 回說港股方面,港股在長假期前夕呈窄幅上落,全日波幅只得逾240點,不過最終仍升56點,收報20,331點,成交則萎縮至僅1,017億元,若以上週僅三個交易日計,則恆指累跌不足70點,科指則跌約1.5%。由於隔晚美股回穩,另外,執筆之時新加坡黑期亦企穩20,500點水準,預期港股亦有望高開。另今日(11日)內地亦將公布CPI數據。不過由於港股短期仍缺乏上升催化劑,預期仍只會於20,000至21,000點徘徊。 (筆者為證監會持牌人,並未持有相關股份) ************* 美股靠穩 港股今復市有望造好 耀才研究部稱,美股在復活節假期後隔晚(10日)表現平穩,納指微跌,道指及標普500指數則靠穩。投資者關注CPI資料表現,另季績期亦即將展開,對美股亦會有更大啟示。至於反映中概股表現之金龍指數則下跌近1%。 港股方面,在長假期前夕走勢反復靠穩,雖然大部分時間下跌,惟收市前仍能維持升勢,最終上升56點,收報20,331點,科指亦靠穩,收報4,237點,全日成交則稍為淡靜,只得1,017億元。半導體股份續見追捧,中芯(00981.HK)急升近8%,醫藥股亦造好。不過內房及物管股則未見起色。投資者本周續關注中美CPI資料,由於隔晚美股靠穩,預期恆指亦有望高開,有望重上20,500點水平。 至於技術分析方面,恆指上週四一度失守10天線,不過最終仍能反彈並重上20,300點之上,初步看只要守穩10天線(20,146點),後市仍有望挑戰50天線亦即20,530水平。 (筆者為證監會持牌人)~
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