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植耀輝:美股變化不大 港股續窄幅上落
耀才證券研究部總監植耀輝稱,美股隔晚(18日)變化不大,三大指數變幅均不足0.1%。投資者繼續關注美企業績表現,另外聯儲局續有官員意見稱仍贊成持續加息以抑制通脹,亦對市況有一定影響。個別業績方面,銀行股表現不俗,另外強生(JNJ.US)業績亦優於預期;不過美股收市後公布之Netflix(NFLX.US)則表現好壞參半。 回說港股方面,昨日未能延續近期升勢。恆指在低開139點後一度在中移動(00941.HK)及內險股造好支持下由跌轉升,不過新經濟股表現疲弱拖累大市表現,恆指午後便曾下跌223點,最終下跌131點,收報20,650點,在連升三個交易日後「斷纜」。雖然大市下跌,不過成交量未見增加,計及安踏(02020.HK)配股之因素,港股全日成交不足1,100億元,反映大市沽壓不大。儘管如此,惟港股暫仍缺乏利好因素支持,恆指要向上突破有一定難度,預期將繼續於20,000至21,000點水準爭持。 (筆者為證監會持牌人,並未持有相關股份) ******** 美股牛皮上落 恆指拉鋸格局未變 耀才研究部稱,美股隔晚(18日)變化不大,投資者焦點繼續集中美企業績身上,大致優於市場預期。不過續有聯儲局官員發表較鷹派言論,聖路易斯聯儲銀行總裁James Bullard便支持聯儲局持續加息以抑止通脹。而反映中概股表現之金龍指數亦變化不大,微跌不足0.1%。 港股方面,雖然內地首季GDP表現勝預期,惟恆指未見受惠,在新經濟股表現欠佳下,恆指中止三連升,下跌超過131點,收報20,650點。反觀A股仍能維持升勢,滬深300指數便升0.3%,滬綜指亦令0.23%,進一步逼近3,400點關口。正如昨日所指,若A股能再有突破,對港股亦會有正面支持,惟港股依然缺乏實質利好催化劑,相信大市短期仍維持窄幅上落格局不變。 從技術分析角度,恆指昨日雖然下跌,但仍能守穩10天線(20,442點)支持,形勢並不算差,惟一日未能突破21,000點關口,意味現水準再升之水位似不大,預期恆指只會繼續維持拉鋸格局不變。 (筆者為證監會持牌人)~
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