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植耀輝:美股個別發展 恆指續受制19,200點
阿思達克 06-29 09:42
耀才證券研究部總監植耀輝稱,美股隔晚(28日)個別發展,道指及標指微跌,納指則上升0.27%。港股方面,繼續維持好淡爭持格局,恆指全日波幅僅約200點,成交亦相當淡靜,不足800億元水平。由於投資者繼續關注內地政策因素,相信短期內大市走勢將受觀望氣氛主導,並呈窄幅上落。短期來說,20天線(19,244點)阻力似乎不輕,待正式突破並企穩後始有望再進一步挑戰兩萬關口。 市況淡靜,惟仍有部分主題獲投資者關注。當中近日接二連三有公司提出私有化,相關股份股價被炒高之餘,連帶一些具私有化概念之股份亦被炒上。嚴格上公司被私有化有眾多原因,包括現價與資產淨值出現大折讓,股價低殘加上市況差令公司估值被低估等等,但要捕捉相關概念股非易事,而且最重要還須看大股東之意願。所以炒作這類股份,還是「見好就收」會較好。 (筆者為證監會持牌人) ********* 美股窄幅上落 港股料續缺乏方向 聯儲局主席鮑威爾表示加息週期尚未完結,隔晚(28日)美股三大指數個別發展,道指及標普微跌,納指則升0.3%。芯片股走勢較反覆,Nvidia(NVDA.US)收市跌近2%。投資者續關注明天公布之PCE數據表現。至於反映中概股表現之金龍指數則下跌近1%。 耀才研究部稱,至於港股,恆指昨日窄幅拉鋸,高低波幅只得203點,於20天線水平爭持,最終上升23點,收報19,172點,科指收市則重上4,000點之上,升0.75%。不過成交相當淡靜,全日計不足800億元。科技股個別發展,電力股及個別遭私有化股份則有好表現。由於投資者繼續等待政策消息,預期未來兩個交易日交投仍偏弱,大市走勢亦缺乏方向。相信恆指將繼續於19,100點水平徘徊。 技術走勢方面,恆指繼續受制於20天線(19,224)點阻力,加上成交持續萎縮,意味上升動力似有不足;另外MACD「雙熊」形勢未變,在轉勢訊號未出現前,預期恆指將於20天線附近爭持。 (筆者為證監會持牌人)~
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