植耀輝:聯儲局議息成焦點 港股拉鋸格局未變
耀才證券研究部總監植耀輝稱,美股上周五(21日)變化不大,道指及標普靠穩,分別僅升2點及1點,納指則跌30點。儘管道指微升,但足以道指連升第10個交易日,為近六年內首次。全周計亦累升2.1%,標普500指數則升0.7%,納指則累跌0.57%。展望本周,續有大企科技股如微軟(MSFT.US)等公布季績,另聯儲局亦會進行議息會議,數據上亦會有耐用品訂單,以及6月個人收入及開支等。
至於港股上周表現則一般,上周五恆指雖反彈近147點並中止「三連跌」,但投資氣氛仍相當審慎,成交量只得766億元。雖然發改委提出多項措施促進汽車及電子產品消費,惟投資市場反應不大。恆指全周計下跌338點或1.74%。亦要談談A股表現,上周五反覆靠穩,滬深兩市收市均變化不大,全周計則上綜指下跌2.2%,深成指則跌2.44%。成交金額則未見活躍,上周五兩市成交便只得約7,100億元人民幣。本周關注點將集中於聯儲局議息及內地會否有更多政策出台。預期大市將維持拉鋸,於18,800至19,500點上落。
(筆者為證監會持牌人,持有微軟股份)
************
靜候聯儲局議息 港股續19,000點上落
耀才研究部稱,美股上周整體表現呈個別發展,道指及標普500指數分別累升2.1%及0.7%,納指則累跌0.6%。至於反映中概股表現之金龍指數則升0.22%。
港股方面,上周五輾轉回升近147點,不過成交量又再萎縮至只得766億元,反映投資者在假期前夕入市意慾不高之餘,對後市亦續抱觀望。至於全周計恆指累跌338點或1.74%,科指則累跌124點或2.9%。成份股中以東方海外(00316.HK)表現最佳,另中資電訊股及銀行股亦有好表現。不過內房股沽壓仍顯著,而跌幅最大成份股則為發盈警之舜宇(02382.HK),一周累跌14.7%。本周投資者關注點將集中於聯儲局議息會議身上,另內地會否多更多刺激經濟措施出台,將成為港股能否重上19,500點之關鍵。
從技術分析角度,恆指上周五雖出現反彈,惟始終未能重上50天線19,195點,上升動力亦明顯不足。現時恆指仍維持一浪低於一浪形態,後市須突破19,500點始有望扭轉頹勢,後市若失守前低位18,711點,則可能進一步考驗18,300點水平。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.