植耀輝:美股回落 港股短期區間爭持
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(27日)下跌,雖然美國第二季GDP表現遠好於預期,但加深投資者對年內加息之關注,另投資者亦關注今日(28日)日本央行財金政策,三大指數均有所回落,道指十三連升後終「斷纜」,下跌237點或0.7%,標普500指數及納指則各下跌0.6%及0.55%。
至於港股,走勢上終有所改善,重上250天線之餘,昨日更突破並企穩100天線(19,579點),為今年21/4以來首次,雖然仍未到早前訂下月內目標20,000點,但筆者亦已收貨矣。只是要再作出突破,關鍵仍是內地會否有更多刺激措施出台。不過,內房債務問題實在是一大難題及挑戰,在此背景下,投資者亦只宜跟消息行事。另外,港股亦將踏入業績發布期,今日便有渣打集團(02888.HK),下周則輪到匯控(00005.HK),其表現或多或少對港股亦會有一定影響。筆者預計短期內港股暫維持於19,000至20,000點附近上落,如有更多措施消息及藍籌業績有驚喜,則大市8月份始有望上試20,500點水平。
(筆者為證監會持牌人,並未持有相關股份)
*******
恆指再作突破 還須更多利好消息
耀才研究部稱,隔晚(27日)美股三大指數回落,道指十三連升亦告「斷纜」。至於標普500指數及納指亦偏軟,分別下跌0.6%及0.55%。反映中概股表現之金龍指數亦在四連升後回落,下跌1.3%。
港股則在回檔一日後再有好表現,恆指昨日上升273點或1.41%,收報19,639點,科指升幅更逾3%,收報4,341點,成交金額亦回升至1,135.6億元。新能源車升幅驚人,小鵬-W(09868.HK)暴升近34%,蔚來-SW(09866.HK)亦升超過13%。內房、體育用品及濠賭股亦造好,不過資源股及個別內需股則偏軟。A股則表現偏軟,滬深兩市均有所回落惟跌幅不大,成交金額亦只得約7,800億元人民幣。在投資氣氛持續有所改善下,相信恆指仍有望上試高位,惟正如昨日所指,除非有更多利好政策消息,否則恆指暫難突破兩萬關水準。
技術走勢方面,恆指昨日延續近期升勢,兼突破並企穩100天線(19,579點),為今年4月21日以來首次,MACD亦出現「雙牛」,意味走勢有進一步轉好跡象,短期目標可先看前高位亦即6月16日20,155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.