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植耀輝:美股微跌 港股續反覆拉鋸
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(5日)復市下跌,聯儲局議息會議紀錄顯示加息路未完,另外美國5月工廠訂單數據按月增0.3%,不及預期之0.8%,消息稍稍利淡美股表現。道指下跌129點或0.38%,標普500指數及納指跌幅則不足0.2%。 至於港股方面,恆指在兩連升後無以為繼,下跌305點或1.6%,收報19,110點。財新服務業PMI數據遜預期,加上大行唱淡內銀股,令市況有所轉差。內銀股及內需股下跌,招行(03968.HK)便下跌近4%,李寧(02331.HK)更跌近5%。由於投資者觀望氣氛仍濃厚,好淡雙方亦未敢輕舉妄動,畢竟仍等待會否有刺激經濟措施出台,相信成交偏淡靜之情況將持續一段時間。至於後市預期亦會維持窄幅上落格局,於19,000至19,500點水平整固。 (筆者為證監會持牌人,並未持有相關股份) *********** 美股三大指數偏軟 恆指區間整固 耀才研究部稱,美股隔晚(5日)在假期後表現偏軟,三大指數跌幅介乎0.2%至0.4%,科技股個別發展,近日強勢之Tesla(TSLA.US)再升近1%。Nvidia(NVDA.US)則微跌。至於反映中概股表現之金龍指數則跌0.6%。 至於港股方面,恆指未能延續周初升勢,低開60點後跌幅逐步擴大,隨後財新服務業PMI表現遜預期,A股午後表現亦轉差,進一步拖累大市表現,恆指最多便下跌340點,最終亦以接近全日低位收市,報19,110點,下跌305點或1.57%,科指亦跌1.42%,收報4,016點,成交依然淡靜,只得869億元。由於投資氣氛未見改善,但未有刺激經濟措施出台消息下,港股將維持反覆,於19,000至19,500點水平上落。 至於技術走勢方面,恆指昨日大陰燭下跌,但仍能守於10天線(19,090點)支持,走勢雖有所轉弱,不過只要能守穩於18,800點,後市暫不宜看得太淡,惟成交偏弱反映大市仍缺乏上升動力,短期料於現水平反覆整固。 (筆者為證監會持牌人)~
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