植耀輝:美股造好標普連升五個月 港股焦點匯控(00005.HK)業績
耀才證券研究部總監植耀輝稱,隔晚(31日)美股在資源股支持下續有好表現,道指升0.28%,標普500指數及納指分別上升0.15%及0.2%。整個七月計,道指累升3.2%,納指升幅則達到4.1%。至於標普500指數累升3.12%,為連續第五個月上升。
至於港股,甫開市已突破兩萬關,最高曾升至20,361點,惟A股午後升幅收窄,恆指升幅亦一度收窄至只得103點,最終收報20,078點,上升162點,成交金額1,825.6億元。總結7月表現,恆指累升1,162點或6.15%,連續兩個月下跌後終再度回升,亦應驗了「七翻身」之舉。至於八月能否再下一城,政策因素仍關鍵,發改委已公布一系列刺激經濟舉措,作用如何尚待觀察,惟筆者對內房債務問題仍頗有戒心,因此亦傾向建議投資者現階段「輕倉上陣」。另一要留意因素就是企業季績表現。今日(1日)便有匯控(00005.HK)業績。在此情況下,預期港股將於現水平先行整固,下方則以19,500點作支持。
(筆者為證監會持牌人,並未持有相關股份)
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美股七月續報捷 恆指料高位整固
耀才研究部稱,美股三大指數隔晚(31日)靠穩,升幅介乎0.15%至0.28%。全月計,道指累升3.2%,納指及標普500指數則升4.1%及3.1%。至於反映中概股表現之金龍指數隔晚則升0.67%。
至於港股在發改委公佈一系列刺激經濟措施之利好氣氛支持下,恆指高開321點後升幅一度擴大至445點,惟午後升幅持續收窄,最終收報20,078點,上升162點或0.82%,科指亦升1.9%至4,549點,成交量急增至1,825.6億元。至於A股亦有不俗表現,上綜指升0.46%,深成指則升0.75%,,兩市總成交則達到1.1萬億元人民幣。政策受惠股個別發展,汽車股造好,不過個別內房股則大跌。今日(1日)匯控(00005.HK)將公佈業績,表現對港股亦會帶來一定影響。預期恆指將於現水平先行整固。
技術走勢方面,恆指昨日裂口高開後雖未能於高位企穩,惟只要後市能守於100天線亦即約19,568點水平,後市仍有望再試高位,預期大市先於現水平上落,待整固完成後有望上試20,800點水平。
(筆者為證監會持牌人)~
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