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植耀輝:美股造好觀望CPI數據 恆指後市還看A股
耀才證券研究部總監植耀輝稱,美股上周五(5日)表現理想,非農就業職位數據遠超市場預期,加上蘋果公司(AAPL.US)績後股價造好,支持美股表現,三大指數升幅顯著,當中道指急升546點或1.65%,標普500指數亦升1.85%,納指升幅更達到2.25%。展望本周,美國將公布CPI數據,另Paypal(PAPL.US)及迪士尼(DIS.US)等公司亦會公布季績。 港股上周五則反覆靠穩,雖然收市仍能上升100點及企穩兩萬點關口之上,不過早段曾一度升至20,200點水平,反映恆指在高位壓力不輕,在未有進一步利好因素支持下,恆指恐怕暫亦難有突破。當然,A股表現對港股之影響亦相當明顯,值得留意的是滬深兩市已連續21個交易日成交突破一萬億元人民幣,反映A股投資氣氛仍相當不俗,後市仍有望再試高位。若A股造好,則港股亦有望受惠,只是上方阻力依然不輕,而且20,500點之上壓力相當大,故預期恆指短期暫仍只會維持反覆拉鋸格局不變。 (筆者為證監會持牌人,並未持有相關股份) ************ 美股造好納指升2.3% 港股續窄幅上落 耀才研究部稱,美股上周五(5日)表現理想,勞工部公布4月美國非農新增職位表現遠勝預期,地區銀行亦反彈,加上蘋果公司股價造好,美股三大指數均有顯著升幅。至於反映中概股表現之金龍指數則上升超過1%。 至於港股,上周五在中資金融股及科技股回升下總算延續升勢,連續第二個交易日上升並重上兩萬關,全周計恆指亦能累升154點。展望本周,內地將公布通脹通據,另亦陸續有本地公司公布季績,當中包括中芯(00981.HK)及新秀麗(01910.HK)等。不過後市若要進一步反彈,則須A股持續有好表現,預期港股短期於20,000點水平上落,下方支持續為250天線亦即19,700點附近。 技術走勢方面,恆指自3月中旬以後走勢呈窄幅拉鋸,並大致於19,700至21,000點區間內上落,除非出明顯突破,否則恆指暫難打破悶局,另外恆指雖連續兩個交易日出現反彈,惟成交量未見配合之餘亦受制於20天線,相信反覆爭持格局將持續。 (筆者為證監會持牌人)~
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