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植耀輝:美股強勢還看季績 港股有望反彈惟暫難有憧憬
耀才證券研究部總監植耀輝稱,隔晚(19日)美股繼續有好表現,道指連升第八個交易日,標普500指數及納指則續創2022年4月以來新高。蘋果公司(AAPL.US)傳出正研發類似ChatGPT服務,刺激股價造好。不過在美股收市後,Tesla(TSLA.US)及Netflix(NFLX.US)在公布季績表現後股價急挫,預期對美股今晚(20日)特別是納指會有負面影響。投資者亦會留意其他即將公布季業之科技股表現。 至於港股則頹勢未改,恆指在低開189點後跌幅一度擴大至304點,低見18,711點,雖然午後跌幅有所收窄,但全日計仍跌63點或0.3%,收報18,952點,連跌第二個交易日;科指亦跌0.35%,收報4,114點。全日成交金額則增至1,117億元。A股則呈窄幅上落,上綜指全日波幅僅23點,收報3,198點,微升1點;深成指則下跌0.37%,收報10,932點,但值得留意的是兩市成交僅7,000億元人民幣,反映投資者對後市續抱審慎態度。由於昨日內地宣布一系列支持民企發展之方案,對市況或有正面幫助,只是一日未有具體刺激經濟措施,相信大市亦難有突破,並繼續於18,800至19,500點水平上落。 (筆者為證監會持牌人,並未持有相關股份) *********** 金龍指數反彈 惟恆指上方阻力重重 耀才研究部稱,隔晚(19日)美股三大指數續升,當中道指連升第八個交易日,標普及納指則創今年收市新高。至於反映中概股表現之金龍指數則反彈,上升0.69%。 港股則連續第二個交易日下跌,恆指受內需板塊及國壽(02628.HK)等拖累下,一度大跌超過300點,午後恆指跟隨A股有所反彈,最終跌幅收窄至僅跌63點或0.33%,收報18,952點,科指則跌0.35%,收報4,114點,成交則增加至1,117億元。ATM個別發展,當中阿里-SW(09988.HK)由跌轉升,美團-W(03690.HK)及騰訊(00700.HK)跌近1%,內險股則表現較差,國壽便跌近3%。短期港股能否反彈,仍須視乎內地政策消息。雖然恆指18,800點下方有不俗支持,只是在未有利好消息刺激下,恆指反彈空間亦相當有限,19,300點預期阻力已不輕。 技術走勢方面,恆指昨日跌穿18,800點後反彈,10天線(18,872點)失而復得,後市暫以昨日低位(18,711點)為短期支持參考,250天線(19,357點)則續為上方重大阻力。 (筆者為證監會持牌人)~
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