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植耀輝:美股缺乏方向 恆指續區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(19日)窄幅上落,道指下跌80點,納指及標普500指數則變化不大。投資者繼續關注企績表現。至於港股方面,昨日下跌282點或1.37%。科技股走勢未見起色,另外中移動(00941)股價回落亦對市況帶來影響。短期能否反彈仍要視乎A股表現,但港股因缺乏實質利好催化劑,短期料繼續於20,000點至21,000點上落。 雖然市況淡靜,但亦可談談個別股份。聯通(00762.HK)公布今年首季業績,營業收入按年上升9.2%至972.22億元人民幣(下同),股東應佔溢利亦升11.2%至51.55億元,兩者表現均相當不俗,不過股價卻未見受惠,昨日下跌2.5%。業務表現確「交足功課」,但股價自年初至今累升不少亦是不爭事實,相信股價升幅早已反映業績因素。由於現價計估值不算十分吸引,即使股價昨日有所回檔,但仍不建議大家吸納。 (筆者為證監會持牌人,並未持有相關股份) ******** 美股續觀望業績表現 恆指維持區間上落 耀才研究部稱,美股隔晚(19日)整體變化不大,市場焦點亦繼續集中美企業績身上。最終道指下跌79點,收報33,897點,標普500指數及納指則變化不大。至於反映中概股表現之金龍指數則下跌1.68%,為連續第二個交易日下跌。 至於港股,恆指亦連跌第二個交易日,最多曾跌314點,並失守20,400點關口,全日計恆指下跌282點或1.37%,收報20,367點。交投則相對淡靜,成交金額不足1,000億元。陸續亦有公司公布首季業績,暫亦未有帶來驚喜,反而昨日A股下跌,亦稍稍拖累大市表現。宜續留意今日A股走勢。 技術走勢方面,恆指昨日失守10天線(20,439點),下一支持位則已順延至50天線(20,301點)附近。雖然走勢有所轉弱,但恆指近期基本上亦只維持於區間上落,短期關鍵支持為4月13日之低位19,885點支持,上方則為4月17日之高位20,864點。 (筆者為證監會持牌人)~
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