植耀輝:美股反彈觀望數據 港股續區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(7日)顯著造好,聯儲局有官員預計明年或有望減息,刺激三大指數造好,當中道指上升407點或1.2%,標普500指數及納指則分別上升0.9%及0.6%。投資者繼續關注本周較後時間公布之美國CPI及PPI表現。
至於港股昨日反覆靠穩,雖然早段曾下試19,300點附近,不過在科技股走勢有改善之情況下,大市跌幅持續收窄並一度倒升,最終收市僅跌1點,報19,537點。成交金額則不足790億元。三桶油及其他資源股造好,海底撈(06862.HK)則為表現最佳成份股,升幅達到4.9%。不過醫藥股及內房股則跌勢顯著,翰森製藥(03692.HK)大跌一成,碧桂園(02007.HK)及碧服(06098.HK)則跌超過7%。
至於A股全日亦窄幅爭持,上綜指跌0.6%,深成指則跌0.83%,成交金額不足9,000億元人民幣。由於本周投資市場變數不少,當中A股表現及內地經濟數據仍市場一大關注點,另外業績股表現亦值得關注。此外,中美關係亦成另一焦點,有指美國或頒布行政命令限制美國企業投資中國高科技行業,宜留意相關消息進展。在此情況下,預期大市將續反覆拉鋸,於19,300至20,000水平上落。
(筆者為證監會持牌人,並未持有關股份)
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美股三大指數反彈 港股區間走勢未變
耀才研究部稱,隔晚(7日)美股三大指數反彈,當中道指升幅超過400點或近1.2%,標普及納指則升0.9%及0.6%。科技股普遍造好,不過蘋果公司(AAPL.US)表現仍差,隔晚再跌1.7%。至於反映中概股表現之金龍指數則下跌0.8%,連續第二個交易日下跌。
港股方面,低開65點後跌幅一度擴大至187點,不過在三桶油表現出色以及阿里-SW(09988.HK)及美團-W(03690.HK)股價回穩下,恆指跌幅亦大為收窄,中段更一度倒升。最終恆指收報19,537點,微跌1點,科指則微升2點,收報4.499點。成交金額不足790億元。醫藥股及內房股急挫,另華虹半導體(01347.HK)A股首日掛牌,H股股價出現異動,急挫11%。由於投資者續關注內地經濟表現,加上藍籌業績期,預期觀望氣氛將持續,恆指現階段將維持區間上落,大致於19,300至19,800點徘徊。
技術分析角度,恆指250天線(約19,300點)雖失而復得,不過上升動力仍不足,另外19,600點附近阻力不輕,MACD牛差亦進一步收窄,除非成交轉活,否則短期內暫難擺脫上落市格局。
(筆者為證監會持牌人)~
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