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植耀輝:觀望鮑威爾聽證會講話 恆指續考驗250天線
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(20日)下跌,投資者關注聯儲局主席鮑威爾一連兩日於國會聽證會之講話。當中道指下跌245點或0.7%,標普500指數及納指跌幅則相對輕微,僅0.47%及0.16%。Tesla(TSLA.US)逆市大升5.3%,至於另一強勢股Nvidia(NVDA.US)亦續升2.6%,並再創歷史新高。 港股方面,走勢繼續令投資者失望,在低開49點後受科技股下跌拖累,恆指持續下試低位,午後更在藥明(02269.HK)急跌影響,恆指最低見19,504點,並跌破250天線(19,550點),收市前跌勢略為喘定,並重上250天線水平,惟全日計恆指仍下跌305點或1.5%,收報19,607點,成交金額則較周一(19日)略為減少,只得944.4億元。大市走勢又再度轉弱,短期內須留意250天線支持能否守穩。不過鑑於政策預期憧憬仍落空,恐怕短期沽壓仍會持續;但另一邊廂,A股成交連續三個交易日突破萬億元人民幣,反映內地市況氣氛不太差,某程度上亦可為港股帶來支持,且看後市250天線是否能發揮防守性。 (筆者為證監會持牌人,持有Nvidia股份) ********* 中概股勢弱 恆指恐下試19,000點 耀才研究部稱,隔晚(20日)美股在假期復市後表現一般,三大指數均下跌,惟跌幅不大,當中道指下跌0.7%,納指則微跌0.16%。反映中概股表現之金龍指數則急挫近5%。 至於港股,走勢繼續未見起色,恆指輕微低開49點後跌幅逐步擴大,恆指最多曾跌408點,低見19,504點,收市下跌305點或1.5%,收報19,607點。科指亦跌2.5%,收報4,075點。科技股除百度-SW(09888.HK)外跌勢顯著,美團-W(03690.HK)更大跌3.4%,成為拖累大市元凶之一。內房股表現亦差,碧服(06098.HK)及碧桂園(02007.HK)再度大跌近7%。不過論跌幅則藥明生物(02269.HK)最傷,全日計大跌17%,翰森製藥(03692.HK)亦跌近3%。由於續缺乏利好消息刺激,短期港股走勢仍不明朗,不過19,500點似有不俗支持,且看後市能否守穩。 技術分析方面,恆指昨日一度失守250天線(19,550點)支持,雖然最終仍能守穩,惟整體走勢有再度轉差跡象,尤其是早前未能突破100天線(20,125點)後頗有短期見頂跡象,若失守250天線關鍵水平則恐怕須進一步調整至19,000點水平。 (筆者為證監會持牌人)~
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