植耀輝:美股回調納指跌2% 港股失守250天線走勢續轉弱
耀才證券研究部總監植耀輝稱,美股隔晚(25日)顯著下跌,企業業績表現好壞參半,但第一共和銀行(FRC.US)存款急跌,再度觸發市場緊張氣氛,三大指數跌幅介乎1%至近2%,當中道指下跌344點或1%,收報33,530點,標普500指數及納指跌幅則達到1.58%及1.98%,收報4,071點及11,799點。盤後Alphabet(GOOGL.US)及微軟(MSFT.US)先後公布業績,兩者表現均優於市場預期,不過稍後美國將公布PCE資料,另外續有大型科技股將公布業績,預期美股本周仍會相當波動。
至於港股方面,恆指250天線終告失守,科技股則成為跌市元兇,ATM三隻股份已拖累恆指大跌128點。事實上成份股中亦只得9只股份錄得升幅,科指成份股更「全軍盡墨」;另外,雖然恆指已跌至19,500點水準,惟大市成交亦只得1,066億元,情況反映即使大市本輪累跌不少,惟投資者現階段入市意欲仍相當低。正如筆者一直所指,本周投資市場尚有多個要素左右,包括美國大型科技股季績潮以至經濟資料表現等。但無可否認,由於大市氣氛仍差,後市恐怕將維持試底之態勢,暫以前低位18,800點為下方目標。
(筆者為證監會持牌人,持有微軟股份)
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美股金融指數續跌 恆指恐續試低位
耀才研究部稱,美股三大指數隔晚(25日)跌勢顯著,納指更下跌近2%。企業季績表現好壞參半,惟第一共和銀行(FRC.US)首季存款大幅減少,打擊當地投資氣氛。投資者將繼續關注企績及以及經濟資料表現。至於反映中概股表現之金龍指數再跌3.06%,連續第六個交易日下跌。
港股方面,昨日連續第三個交易日下跌,失守250天線之餘更創月內新低,形勢顯然變得相當不樂觀,尤其是在缺乏利好消息支持,加上成交未見起色下,大市恐出現續試底情況。另外A股走勢亦差,雖然上綜指昨日尾市跌幅收窄,惟深成指及創業板表現亦差。照現時情況來看,恆指尋底格局未完,現階段亦不建議撈貨。
至於技術分析方,恆指現時已失守250天線水準,技術走勢有所轉壞,而經近日之下跌,恆指短期橫行格局已遭打破,下方支持亦已順延至3月20日之低位亦即18,829點附近。
(筆者為證監會持牌人)~
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