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植耀輝:美股走勢續強 港股未見明確方向
耀才證券研究部總監植耀輝稱,隔晚(12日)美股繼續有好表現,科技股續成升市火車頭,納指升1.5%,至於標普500指數亦升至近13個月新高,升幅近1%,道指亦升0.56%。 港股昨日續呈好淡拉鋸,恆指全日波幅只得185點,大部分時間均下跌,收市前走勢略為改善,最終微升14點,收報19,404點,不過成交量僅802.54億元,反映投資氣氛未見改善,投資者繼續觀中美經濟數據及聯儲局議息會議結果。相比之下,雖然A股個別發展,不過兩市成交回升至接近9,700億元人民幣,由於A股散戶投資者較多,成交增加意味投資氣氛持續有改善,因此若以短期而言,A股表現有望跑贏港股。至於港股則在缺乏利好消息支持下,即使能成功重上19,400點,但再升空間似不多,預期將繼續維持窄幅上落。 板塊方面,汽車股昨日顯著造好,小鵬-W(09868.HK)急升11%,蔚來-SW(09866.HK)亦升4.7%。商務部宣布將推出汽車促銷活動,今年6月至12月將展開為期半年之「百城聯動」汽車節及「千縣萬鎮」新能源汽車消費季活動,以促進汽車消費,成為本輪汽車股急升之催化劑。不過筆者以往亦曾提出,汽車行業面對行業競爭,加上盈利狀況等因素,並不看好相關板塊前景,故現階段亦不建議大家高追矣! (筆者為證監會持牌人,未持有相關股份) *********** 美科技股升勢理想 港股續受制250天線 耀才研究部稱,美股隔晚(12日)繼續有理想表現,三大指數升幅介乎0.6%至1.5%。當中標普500指數升至近13個月新高;科技股走勢依然強勁,台積電(TSM.US)升逾4%,Nvidia(NVDA.US)亦升近2%。至於金龍指數則變化不大,微跌不足0.1%。 至於港股,恆指走勢缺乏方向,全日波幅不足200點,尾市在科技股轉強支持下,恆指最終收報19,404點,上升14點,科指則上升0.3%,收報3,944點,不過全日成交只得802.5億元,較上周進一步減少。投資者入市意慾相當低,這亦或多或少反映觀望氣氛十分濃厚,除美國聯儲局議息外,內地周四(15日)將公布一系列經濟數據,恐怕大市本周交投仍會較淡靜,而恆指亦預期於19,000至19,500點水平上落。 技術走勢方面,恆指已連續第四個交易日企穩20天線之上,後市只要續企穩此水平,形勢有望持續改善,不過一日未能重上250天線亦即19,600點附近,升勢仍恐有限。 (筆者為證監會持牌人)~
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