植耀輝:美股觀望企績表現 港股250天線不容有失
耀才證券研究部總監植耀輝稱,美股上周五(21日)變化不大,三大指數均輕微上升。本周美國將公布PCE數據,另外多間大型科技股將陸續公布季績,對美股後市料會有更大啟示。
至於港股,上周五受科技股拖累下,恆指一度失守20,000點關口,不過收市仍下跌超321點,收報20,075點,科指更在成份股全數下跌的情況下,失守4,000點關口,全日計下跌3.1%。事緣有報道指美國總統拜登計劃在未來數周內簽署行政命令,限制美國企業投資中國經濟關鍵領域,當中包括半導體、人工智慧和量子計算等,科技股因此而遭到拋售。值得留意的是,A股上周五亦顯著下跌,滬綜指便以全日最低位收市,收報3,301點,下跌1.95%,為近半年以來最大單日跌幅,反映相關消息對港股與A股帶來頗大衝擊。
雖然上周五大幅下跌,但若以全周計,恆指跌幅則不足1.8%,亦未跌穿本月低位19,885點,意味港股暫亦維持區間上落局面,惟一旦失守該水準或250天線(約19,750點)支持,亦即大市將出現向下突破之格局,屆時走勢恐會進一步走弱,因此本周宜先留意250天線能否守穩,以及會否再出現更利淡消息。
(筆者為證監會持牌人)
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美股窄幅上落觀望數據 港股續考驗關鍵支持
耀才研究部稱,美股上周五(21日)窄幅上落,三大指數變幅約0.1%。投資者繼續消化最新經濟數據表現,另本周多間大型科企將公布季績,表現對本周美股尤其是納指會有更多啟示。至於金龍指數則下跌1.76%,為連續第四個交易日下跌。
港股方面,大市上周五在A股急跌拖累下大跌321點,盤中更曾失守二萬點關口,科技股為跌市重災區,中芯(00981.HK)便大跌9.2%,單是騰訊(00700.HK)及阿里-SW(09988.HK),便已拖累恆指大跌106點。在投資氣氛未見改善之情況,加上入市意慾不高之情況下,恐怕大市仍有下跌之可能。另內地下周為「五一」長假期,預期交投將進一步轉淡。
至於技術分析角度,恆指經上周五急跌後,已一舉跌穿多條平均線支持,走勢明顯有所轉差,若進一步失守250天線(約19,750點),意味近日之橫行格局將被打破,恆指或會下試20/3之低位,亦即18,800點附近。
(筆者為證監會持牌人)~
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