植耀輝:美股個別發展 恆指兩萬關拉鋸
耀才證券研究部總監植耀輝稱,美股隔晚(1日)個別發展,投資者關注本周五(4日)公布之非農數據。道指續升0.2%,標普500指數及納指則分別下跌0.27%及0.43%。
港股方面,發改委繼周一公布刺激內需消費20條後,昨日再公布促進民企發展28條,恆指亦一度受刺激下上升253點,高見20,331點,不過隨著A股轉跌,以及ATM股價由高位回落,恆指升幅亦全數被蒸發,午後跌幅更一度擴大至超過187點,最終收報20,011點,下跌67點,成交則維持暢旺,達到1,352億元。至於A股呈窄幅爭持,上綜指平收,深成指則下跌0.4%,成交則回落至逾9,500億元人民幣。
雖然發改委連環出招,不過投資者仍觀相關措施之成效,另外踏入業績期,公司業績表現亦將對大市有更多啟示,預期港股暫於20,000點水平拉鋸。
(筆者為證監會持牌人,並未持有相關股份)
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道指上揚納指偏軟 恆指料整固
耀才研究部稱,美股隔晚(1日)個別發展,道指上升0.2%,標普500指數及納指則下跌0.27%及0.43%。至於反映中概股表現之金龍指數則下跌超過2%。
港股方面,恆指昨日呈高開低走,一度升至20,331點,不過午後A股轉跌,部分早前急升之板塊亦出現獲利回套,最終恆指下跌67點或0.34,收報20,011點,科指亦跌0.26%至4,538點,成交金額則達到1,352億元。部分內房股遭拋售,信義系則在公布業績後急挫,信義能源(03868.HK)跌幅便超過20.5%。匯控(00005.HK)業績表現理想,股價逆市上升1.7%。雖然發改委公布多項推動經濟及扶助民企措施,惟投資者更關注未來之消費表現,在未有進一步成好消息之前,預期市況仍會維持拉鋸,於20,000點水平上落。
至於技術走勢,恆指連續兩個交易日衝高至20,300點附近後均未能企穩,反映該水平阻力不輕,但只要能守穩於100天線亦即19,563點之上,上升趨勢仍有望持續,預期恆指在20,000點附近整固後始有望再作突破。
(筆者為證監會持牌人)~
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