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植耀輝:美股觀望CPI表現 恆指料區間上落
耀才證券研究部總監植耀輝稱,美股上周五(4日)下跌。最新公布之非農就業職位表現差於預期,另蘋果公司(AAPL.US)業績表現欠佳,股價急挫近5%,拖累三大指數表現,跌幅介乎0.3%至0.5%。全周計,道指累跌1.1%,標普500指數及納指則分別累跌2.3%及2.9%。本周美國將公布CPI數據,表現料會對市況有一定啟示。 至於港股上周則反覆偏軟,周初受惠政策憧憬,恆指一度高見20,361點,惟隨著投資者對政策推出採取較觀望的情況下,恆指連續三個交易日下跌,至周五再度反彈,最終恆指收報19,539點,上升118點或0.6%,不過一周計則跌377點或1.9%。科指則表現較佳,一周計累升30點或0.7%。A股亦反覆靠穩,當中上綜指一周微升0.37%,深成指則升1.24%。 由於上周美股偏軟,加上投資者繼續觀望內地經濟數據及表現,以及企業業績,相信恆指暫維持區間上落,於19,000至20,000點徘徊。 (筆者為證監會持牌人,並未持有相關股份) ******** 蘋果拖累美股偏軟 港股短期續區間上落 耀才研究部稱,美股上周五(4日)下跌。蘋果公司(AAPL.US)業績不如預期,拖累三大指數表現。本周美國將公布CPI數據,對息口去向料會有更多啟示。至於反映中概股表現之金龍指數則跌逾1%。 至於港股,上周五恆指一度急升超過430點,但在A股升勢轉弱之情況下,恆指最終亦僅升118點,收報19,539點,科指升幅則超過2%。大市成交亦再度轉趨活躍,達到1,144億元。全周計,恆指則累跌1.9%,科指則升0.7%。成份股中以發盈喜之海底撈(06862.HK)表現最佳,另創科(00669.HK)股價亦造好,一周計升近一成。內房相關板塊則持續波動,碧桂園(02007.HK)便下跌超過15%。較值得留意的是長和(00001.HK)及恆生銀行(00011.HK),兩者業績表現一般及派息令人失望,股價一周分別累跌8.9%及8.5%。投資者繼續關注內地經濟表現及公司業績狀況,預期在此氣氛下,港股仍將維持區間上落,大致於19,300至19,800點徘徊。 技術走勢方面,恆指上周五雖見反彈,不過19,800點之上阻力不輕,MACD牛差亦有所收窄。短期內且看能否企穩100天線(19,536點)水平。 (筆者為證監會持牌人)~
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