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植耀輝:道指連升12日 港股短線有望續彈
耀才證券研究部總監植耀輝稱,隔晚(25日)美股三大指數繼續上揚,道指連升12個交易日,標普500指數及納指則分別上升0.28%及0.61%。美股收市後微軟(MSFT.US)及Alphabet(GOOGL.US)先後公布季績,兩者表現均勝市場預期,惟前者股價盤後下跌超過3%,Alphabet則升超過5%。 港股方面,中央政治局會議提出一系列穩增長經濟措施,向市場釋出樂觀預期。受此消息刺激,恆指高開後持續造好,午後升幅進一步擴大,最終亦以接近全日高位收市,恆指收報19,434點,上升766點或4.1%,並重上250天線;科指升幅更達到6%。大市成交亦十分活躍,全日計成交金額達到1,421億元。與前日(24日)情況相反,昨日只得兩隻份錄得跌幅,其餘均好表現,內房便大幅反彈,碧桂園服務(06098.HK)及龍湖(00960.HK)彈幅分別達到26.5%及25.6%,潤地(01109.HK)及中海外(00688.HK)亦升逾一成。ATM亦有好表現,升幅介乎6%至8%。 由於突然出現相關利好,故大市出現反彈亦合理,惟後市能否延續反彈,除須留意會否有更多政策消息外,聯儲局議息結果及息口去向亦值得關注。當然,昨日大市以大成交配合下出現突破,預期短期升勢有望持續,只是19,500點阻力料會開始增加,初步目標仍先看19,800點附近。 (筆者為證監會持牌人,持有微軟及騰訊股份) ********* 美股續升 港股有望追落後 耀才研究部稱,美股隔晚(25日)繼續有好表現,當中雖然道指僅升26點,但已是連續第十二個交易日上升,至於標普500指數及納指亦升0.3%及0.6%。 港股受政策憧憬支持,加上A股造好,恆指高開504點後升幅持續擴大,最高曾見19,465點,收市報19,434點,上升766點或4.1%。科指升幅更驚人,達到6%,收報4,257點。大市成交亦相當暢旺,超過1,421億元。部分政策受惠股急升,內房股便出現報復式反彈,ATM升幅均超過6%,當中美團-W(03690.HK)升幅更接近8%。至於A股亦有好表現,滬深兩市升幅均超過2%,成交量亦較上一個交易日急增近3,000億元人民幣。在政策憧憬下,預期短期投資氣氛仍會較正面,有利港股反彈。另一要留意因素為A股表現,若能維持升勢,則港股仍有望挑戰高位,目標則上移至19,800點水平。 技術走勢方面,恆指昨日在大成交配合下急升,並一舉收復10天、20天及50天線阻力,更重要的是能重上250天線(19,330點)水平。只要後市能企穩250天線之上,預期將有力維持反彈,並挑戰19,800-20,000點水平。 (筆者為證監會持牌人)~
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