植耀輝:美股反覆回落 恆指乏力反彈
耀才證券研究部總監植耀輝稱,美股隔晚(8日)顯著波動,評級機構穆迪下調美國10家中小型銀行信用評級,加上對經濟增長放緩之擔憂,美股早段一度急跌,道指便一度大跌超過460點;不過低位見資金吸納,最終道指下跌158點或0.45%,標普500指數及納指則分別下跌0.4%及0.8%。
港股昨日則再度急跌,內地進出口數據不如預期,加上人民幣匯價回落,以及碧桂園系傳出離岸債息逾期消息等均不利市場氣氛,恆指低開229點跌幅持續擴大,一度大跌425點,低見19,112點,最終恆指收報19,184點,下跌353點或1.8%,科指則跌2.8%,收報4,374點,成交金額1,046億元。至於A股亦反覆偏軟,滬綜指跌0.25%,深成指則跌0.42%,兩市總成交不足8,000億元人民幣。內房股急跌,新經濟股表現亦欠佳。由於投資者繼續關注內房相關消息及經濟表現,預期恆指反彈仍乏力,且看下方18,500點支持能否守穩。
(筆者為證監會持牌人,並未持有關股份)
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美股三大指數下跌 恆指再穿250天線
耀才研究部稱,美股隔晚(8日)大幅波動,道指一度急跌466點,不過收市跌幅明顯收窄,跌158點或0.45%;至於標普500指數及納指則分別下跌0.42%及0.8%。反映中概股表現之金龍指數則跌2.4%,連續第三個交易日下跌。
港股方面,恆指昨日再度急挫,最多曾跌超過400點,收報19,184點,全日計跌353點或1.8%,科指則跌2.8%,收報4,374點,成交金額1,046億元。內房股再度急挫,碧桂園(02007.HK)及碧服(06098.HK)大跌14%及9.7%,ATM跌幅亦介乎1.9至3.2%。反觀油股連續第二日造好,中石油(00857.HK)便升近1.6%。由於市場不明朗因素仍多,包括內地經濟資料表現、人民幣匯價走向以及內房債務問題等,相信港股反彈空間仍相當有限,反而若再出現負面消息,則恆指或須下試19,000點關口。
至於技術走勢,恆指昨日再度跌穿250天線(約19,300點)支持,MACD初步亦由「牛差」變「熊差」,反映整體走勢又再度轉弱,短期若未能重上該水準,意味近期升勢將告一段落,後市或須再度考驗7月24日低位亦即18,560點附近。
(筆者為證監會持牌人)~
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