植耀輝:美股靠穩Tesla(TSLA.US)急升 港股走勢還看A股
耀才證券研究部總監植耀輝稱,美股在獨立日假期前夕靠穩,隔晚(3日)三大指數變幅不大,不過Tesla(TSLA.US)因出貨量優於預期,股價升近7%。投資者焦點亦將集中本周五(7日)公布之就業數據表現。
港股方面,昨日(3日)在7月份第一個交易日造好,恆指升幅一度擴大至455點,高見19,371點,雖然收市升幅略為回順,不過全日計升幅仍達到390點或2%,收報19,306點。成交金額897.4億元。人民幣匯率回穩,加上續憧憬內地經濟措施出台,成為推升大市之動力。故後市能否延續反彈,須視乎會否有更多政策因素之消息。
由於美股今晚(4日)因美國獨立日假期休市,故今日A股走勢將對港股有更大啟示。值得留意的是A股亦有可觀升幅,上綜指及深成指分別上升1.3%及0.59%,全日成交則超過一萬億元人民幣。若A股今日續有好表現,則有利港股進一步造好,月內初步目標20,000點暫維持不變。
(筆者為證監會持牌人,並未持有相關股份)
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美股假期前變化不大 港股升惟成交尚未配合
耀才研究部稱,隔晚(3日)美股三大指數靠穩,惟變幅不大。今日(4日)為美國假期休市,另本周美國亦將公布上月就業數據表現。至於反映中概股表現之金龍指數上升2.12%,連續第二個交易日上升。
港股在踏入七月首個交易日表現理想,恆指最多升455點,高見19,371點,最終收報19,306點,上升390點或2%,科指亦重上4,000點關口,收市升3.7%,報4,054點,全日成交金額897.4億元。成份股中僅得7隻股份下跌,汽車股及濠賭股則表現較突出。在憧憬政策因素下,相信港股與A股短期仍有力延續反彈勢頭,不過成交量未見顯著增加則反映上升動力仍略有所不足,首個反彈目標先看19,500點附近水平。
至於技術走勢方面,經昨日急升後恆指再度重上10天線,走勢有所轉強,不過預期50天線(約19,450點)阻力不輕,預期恆指或會於於此水平先作整固。
(筆者為證監會持牌人)~
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