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植耀輝:美股留意零售股季績 港股勢轉弱續波動
耀才證券研究部總監植耀輝稱,美股上周五(12日)變化不大,投資者繼續關注債務上限進展,三大指數微跌介乎0.03%至0.36%。全周計則則標普及道指分別累跌0.3%及1.11%。展望本周,投資者關注零售股季績,另美國亦會公布4月零售銷售數據及房地產表現。當然債務上限消息亦會對後市有舉足輕重影響。 港股方面,A股上周五持續急挫,「中特估」概念股及資源股亦大跌,即使新經濟受京東-SW(09618.HK)季績理想帶動而反彈,惟仍未能阻港股「四連跌」,最終恆指收報19,627點,下跌116點或0.59%,一周計則跌422點或2.1%。港股又再度失守250天線水準,走勢上仍未維持弱勢,當中又以A股走勢較令人擔憂。上綜指上周一度衝高至3,418點,惟其後顯著急挫,上周五更失守3,300點關口;至於深成指更連跌五星期,兩市成交金額則由早前過萬億元人民幣,降至上周五之不足8,500億元人民幣。 成交量之多寡反映內地投資氣氛,成交減少意味投資氣氛亦變得審慎,加上內地亦將於本周公布一系列經濟數據表現,另外多間大型科企亦將公布季績,預期市況仍會較波動,不過一旦250天線(19,700點)未能於短時間內收復,意味市況或會進一步轉弱,並有機會下試19,000點水平。 (筆者為證監會持牌人,並未持有相關股份) ********** 港股失守250天線 走勢恐續弱 耀才研究部稱,美股上周五(12日)變化不大,投資者觀望債務上限最新發展,另外地區銀行股價亦繼續波動。展望本周,美國將公布零售銷售數據表現,多間零售企業亦會公布季績。 至於港股上周五表現亦強差人意,雖然在科技股造好支持下恆指能高開近百點,但受「中特估」概念股拖累,恆指由升轉跌,更一度失守19,600點關口。由於A股表現亦差,短期內若未能扭轉跌勢,恐怕會進一步拖低港股表現。另外,內地本周亦將公布一系列經濟數據,加上多隻新經濟龍頭如阿里-SW(09988.HK)及騰訊(00700.HK)等均會公布季績,表現對後市亦會有相當啟示。除非業績有驚喜或A股反彈,否則恆指恐將進一步下試19,000點關口。 技術分析方面,恆指上周五失守250天線(約19,700點),短期若未能重上該水準,意味向下趨勢將正式確立,有機會先回補較早前於22/3之上升裂口底部,亦即19,018點水平。 (筆者為證監會持牌人)~
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