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植耀輝:美股個別發展道指續升 港股有望重上19,500點
阿思達克 07-27 10:26
耀才證券研究部總監植耀輝稱,美股隔晚(26日)個別發展,聯儲局一如預期加息0.25厘,股市變化不大,道指連升第十三個交易日,標普500指數及納指則微跌。值得留意的是,科技股普遍業績理想,支持美股表現。 至於港股昨日反覆偏軟,恆指低開近100點一度跌幅擴大至190點,其後科技股跌幅收窄,恆指250天線(19,325點)亦失而復得,最終恆指收報19,365點,下跌69點或0.36%,科指則下跌38點或0.91%,收報4,218點,大市成交金額回落至875億元。A股亦同樣窄幅上落,上綜指下跌0.3%,深成指則下跌0.5%,成交同樣縮減至不足8,000億元人民幣。畢竟投資者繼續留意政策一舉一動,在未有更多消息前,投資者亦採取觀望策略。由於隔晚中概股表現不俗,對今日(27日)有股市或有支持,恆指或有望重上19,500點。 (筆者為證監會持牌人) ******* 中概股造好 港股料挑戰19,500點 耀才研究部稱,聯儲局在議息後一如預期宣布加息0.25厘,隔晚(26日)美股個別發展,道指升0.23%,連升第十三個交易日,不過納指及標普500指數則微跌。至於反映中概股之金龍指數亦升2.82%,連升第四個交易日。 港股方面,在聯儲局議息前夕恆指呈窄幅拉鋸,全日波幅只得159點,最終仍能守穩於250天線(19,325點)之上,收報19,365點,下跌69點或0.36%,科指則跌0.9%,收報4,218點,全日成交回落至875億元。濠賭股造好,不過昨日急升之科技股及內房股則回吐,碧服(06098.HK)回落近8%。隔晚中概股表現不俗,預期對今日港股會有支持,惟在投資者繼續關注內地政策消息下,相信港股暫未能出現顯著突破,且看能否上試19,500點。 至於技術分析角度,如上文所指,恆指暫仍能企穩於250天線之上,不過19,500點阻力不輕,一日未能突破該水平,恆指仍只會處上落市格局,於250天線附近拉鋸。 (筆者為證監會持牌人)~
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