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植耀輝:續觀望美國債務上限消息 港股向下趨勢漸明顯
耀才證券研究部總監植耀輝稱,美股上周五(19日)偏軟,債務上限續未見曙光,金融股表現亦欠佳,美股三大指數微跌,當中道指下跌0.33%,標普500指數及納指則分別下跌0.14%及0.24%。不過全周計,不過全周計,道指累升0.38%,納指及標普500指數則分別累升3%及1.6%。展望本周,美國將公布PCE數據,此外,Nvidia(NVDA.US)、Costco(COST.US)及Bestbuy(BBY.US)等亦將於本周公布業績。 港股方面,阿里-SW(09988.HK)季績表現令人失望,拖累股價上周五急跌超過6%,單一隻股份拖累恆指下跌98點。加上其他新經濟股份如京東-SW(09618.HK)、百度-SW(09888.HK)及美團-W(03690.HK)亦急跌,利淡投資氣氛,恆指上周五便下跌276點,收報19,450點。不過全周計恆指累計跌幅則不足1%。雖然恆指累跌不算多,惟由於距離250天線(19,700點)已越來越遠,意味恆指向下趨勢已進一步確立,若短期未能重上19,700點之上,或會有機會試19,000點水平。本周須繼續留意A股表現及債務上限消息,另美團亦將於本周四(25日)公布季績,且看能否為市場帶來支持。 (筆者為證監會持牌人,持有Costco股份) *************** 債務上限談判持續 港股後市還看A股 耀才研究部稱,美股三大指數上周五(19日)偏軟,不過跌幅相對有限,投資者繼續關注債務上限消息。另外本周美國將公布PCE數據,料對息口去向有更多啟示。至於反映中概股表現之金龍指數則下跌0.81%。 至於港股上周表現未見改善,雖然全周累跌僅176點,不過大市氣氛欠佳,同時成交轉淡反映投資者入市意欲不高。由於新經濟股業績表現欠驚喜,A股走勢亦一般,相信港股即使出現技術反彈,惟幅度亦不強,後市宜繼續關注債務上限消息及A股行情。 技術分析方面,恆指上周五再度下挫,距離250天線(19,700點)亦越走越遠,意味走勢有進一步轉弱之可能,有機會先回補3月21日所遺下之上升裂口。另外,MACD亦持續出現「雙熊」,反映弱勢未見改善,後市向下尋底機會恐伯仍高。 (筆者為證監會持牌人)~
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