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植耀輝:醫藥股搶鏡 大市成交不足難突破
耀才證券研究部總監植耀輝稱,美股隔晚(4日)因獨立日假期休市,至於港股與A股則大致偏穩,當中上綜指反覆靠穩,微升1點,深成指則升0.35%,不過兩市交投不足一萬億元人民幣。港股方面,恆指繼續窄幅上落,高低波幅不足200點,最終恆指收報19,415點,上升109點或0.56%。全日交投相當淡靜,只得760億元。成份股中以藥股表現較佳,藥明生物(02269.HK)及翰森製藥(03692.HK)分別上升3.4%及6.6%,中資金融股表現則較失色,工商銀行(01398.HK)及中國銀行(03988.HK)等均下跌逾1%。 後市展望方面,由於投資者續等待內地相關刺激經濟消息,預期在此大前提下,即使恆指續造好,但在缺乏承接下反彈亦較有限,預期在逼近19,800點附近會有相當大阻力。 (筆者為證監會持牌人,並未持有相關股份) ********* 港股造好 惟欠成交配合 耀才研究部稱,美股上日(4日)因獨立日假期休市。至於港股昨日連續第二個交易日造好,恆指最多曾升至19,449點水平,雖然升幅其後有所收窄,但全日計恆指仍升109點或0.56%,收報19,415點,科指亦反覆上升,收報4,074點,升近0.5%。不過大市成交依然低迷,全日計只得760.5億元。醫藥股及個別新經濟股造好,商湯-W(00020.HK)則疑被股東大折讓減持,股價大跌近9%。恆指短期走勢仍需視乎A股表現以及內地何時出台經濟刺激措施,因成交不足反映投資者入市信心仍不高;若短期能有利好消息並激活港股交投,大市始有望再作突破。 技術走勢方面,恆指連升第二個交易日後走勢略有改善,並一度突破50天線,初步只要能企穩10天線約19,140點水平,向上趨勢仍有望持續,不過成交量持續萎縮反映上升動力似不足,預期暫於現水平先行整固。 (筆者為證監會持牌人)~
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