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植耀輝:微軟、Nvidia創新高美股揚 港股料萬九關上落
耀才證券研究部總監植耀輝稱,隔晚(18日)美股持續有好表現,金融股業績勝預期,加上以微軟(MSFT.US)爲首之科技股造好之情況下,三大指數均造好,當中微軟升近4%,Nvidia(NVDA.US)亦升2.2%,兩者均創收市新高;最終標普500指數及納指分別上升0.7%及0.8%,再創近15個月新高,道指亦升超過1%。 港股昨日走勢則顯着下跌,內地經濟數據表現稍稍令投資者失望,加上恆大(03333.HK)業績公告透露負債高達2.4萬億元人民幣,利淡內房以至大市投資氣氛。恆指最多便跌434點,並一度失守萬九點關口,最終收報19,015點,下跌398點或2.1%,成交金額951億元。A股昨日表現亦一般,滬深兩市跌幅介乎0.3%至0.4%,不過成交金額卻只得約7,700億元人民幣水平,較週一(17日)及上週明顯減少,反映投資者對後市看法相當審慎。由於數據反映經濟表現面對挑戰,投資者對刺激措施之憧憬恐怕亦有增無減,對後市料會有較大正面幫助。只是一日未有相關消息,大市亦缺乏反彈理由。預期只會於19,000點水平上落。 (筆者爲證監會持牌人,持有微軟及Nvidia股份) ********* 美股造好道指升1% 恆指乏利好消息續反覆 耀才研究部稱,美股隔晚(18日)繼續有好表現,當中道指上升1%,納指及標普500指數亦升超過0.7%。微軟(MSFT.US)及Nvidia(NVDA.US)創收市新高,另外道指成份股中聯合健康(UNH.US)及高盛(GS.US)亦升超過3%。至於反映中概股表現之金龍指數下跌3.3%,爲連續第三個交易日下跌。 港股方面,受內地經濟數據不及預期,加上關注內房債務問題下,恆指低開89點後跌幅持續擴大,最多曾跌超過434點,低見18,979點,尾市收復19,000點關口,收報19,015點,下跌398點或2.1%,科指跌幅亦達到2.2%。大市成交則未見顯着增加,仍維持950億元水平。內房及科技股均爲跌市重災區,碧桂園(02007.HK)、碧服(06098.HK)及龍湖(00960.HK)跌幅介乎8%至10%,騰訊(00700.HK)及京東-SW(09618.HK)跌幅亦超過4%。由於負面消息再度涌現,加上投資者仍等待政策消息,預期市況仍傾向反覆,並於19,000點水平爭持。 從技術角度上看,恆指昨日急跌並再次失守250天線(19,364點),走勢再度有所轉弱,短線看10天線(18,920點)不宜有失,一旦失守意味形勢將轉差,或須再考驗前低位亦即18,280點水平。 (筆者爲證監會持牌人)~
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