植耀輝:道指連升第11日 政策憧憬支持恆指反彈
耀才證券研究部總監植耀輝稱,隔晚(24日)美股三大指數繼續有好表現,當中道指上升183點或0.52%,連續第11個交易日上升,至於標普500指數及納指亦分別上升0.4%及0.2%。本週焦點除聯儲局議息外,科技股如Meta(META.US)、Alphabet(GOOGL.US)及微軟(MSFT.US)亦將於本週公佈季績。
至於港股方方面,大市未能延續上週五反彈勢頭,在內房股及友邦(01299)拖累下,恆指最多曾跌513點,低見18,562點,收市報18,668點,下跌407點或2.1%,科指一度跌穿4,000點口,最終收報4,015點,下跌2.2%,全日成交金額935億元。內房沽壓沉重,碧服(06098.HK)及碧桂園(02007.HK)沽壓顯着,兩者分別大跌18%及9%,友邦(01299.HK)亦跌3.7%。事實上,成份股中亦只得4只股份錄得升幅。至於A股亦下跌,當中上綜指微跌3點,深成指下跌0.6%,不過兩市總成交不足6,600億元人民幣,反映A股投資者入市意欲仍相當低迷。
而在收市後傳出消息,中央政治局召開會議,分析當前經濟形勢,並釋出多個重要訊號,預期對市況有提振作用,恆指有望重上萬九點關口。短期政策因素仍會是後市一個重要啓示。
(筆者爲證監會持牌人,持有微軟股份)
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議息前美股續造好 恆指有望反彈
耀才研究部稱,在聯儲局議息及大型科技股公佈季績前夕,隔晚(24日)美股三大指數繼續有好表現,道指連續第11個交易日上升,納指及標普500指數則微升。金龍指數則升近4.3%。
港股昨日依然未見起色,雖然上週五再有刺激體育消費等措施出臺,惟大市氣氛未見改善之餘,恆指更受重磅科技股及內房股急跌拖累大跌,恆指一度大跌超過500點,最終收報18,668點,下跌407點或2.13%,科指跌幅亦達到2.2%。全日成交金額935億元。內房股碧桂園(02007.HK)及碧服(06098.HK)分別大跌8.7%及17.9%,龍湖(00960.HK)跌幅亦達到8.5%,另ATM跌幅亦超過2%。內房企業相繼傳出債務問題消息,令疲弱之投資信心進一步受打擊,不過昨日收市後中央政治局會議釋出多項重要消息,有望刺激今日(25日)港股表現,先留意恆指能否企穩19,000點,若再有政策利好消息,則港股本月仍有望挑戰更高水平。
至於技術分析方面,恆指再度失守10天(18,940點)及20天(18,955點)均線,加上以陰燭收市,短期若未能反彈,預期走勢料進一步轉弱,後市或須考驗7月7日低位,亦即18,279點水平。
(筆者爲證監會持牌人)~
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