植耀辉:美股反复回落 恒指乏力反弹
耀才证券研究部总监植耀辉称,美股隔晚(8日)显著波动,评级机构穆迪下调美国10家中小型银行信用评级,加上对经济增长放缓之担忧,美股早段一度急跌,道指便一度大跌超过460点;不过低位见资金吸纳,最终道指下跌158点或0.45%,标普500指数及纳指则分别下跌0.4%及0.8%。
港股昨日则再度急跌,内地进出口数据不如预期,加上人民币汇价回落,以及碧桂园系传出离岸债息逾期消息等均不利市场气氛,恒指低开229点跌幅持续扩大,一度大跌425点,低见19,112点,最终恒指收报19,184点,下跌353点或1.8%,科指则跌2.8%,收报4,374点,成交金额1,046亿元。至于A股亦反复偏软,沪综指跌0.25%,深成指则跌0.42%,两市总成交不足8,000亿元人民币。内房股急跌,新经济股表现亦欠佳。由于投资者继续关注内房相关消息及经济表现,预期恒指反弹仍乏力,且看下方18,500点支持能否守稳。
(笔者为证监会持牌人,并未持有关股份)
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美股三大指数下跌 恒指再穿250天线
耀才研究部称,美股隔晚(8日)大幅波动,道指一度急跌466点,不过收市跌幅明显收窄,跌158点或0.45%;至于标普500指数及纳指则分别下跌0.42%及0.8%。反映中概股表现之金龙指数则跌2.4%,连续第三个交易日下跌。
港股方面,恒指昨日再度急挫,最多曾跌超过400点,收报19,184点,全日计跌353点或1.8%,科指则跌2.8%,收报4,374点,成交金额1,046亿元。内房股再度急挫,碧桂园(02007.HK)及碧服(06098.HK)大跌14%及9.7%,ATM跌幅亦介乎1.9至3.2%。反观油股连续第二日造好,中石油(00857.HK)便升近1.6%。由于市场不明朗因素仍多,包括内地经济资料表现、人民币汇价走向以及内房债务问题等,相信港股反弹空间仍相当有限,反而若再出现负面消息,则恒指或须下试19,000点关口。
至于技术走势,恒指昨日再度跌穿250天线(约19,300点)支持,MACD初步亦由「牛差」变「熊差」,反映整体走势又再度转弱,短期若未能重上该水准,意味近期升势将告一段落,后市或须再度考验7月24日低位亦即18,560点附近。
(笔者为证监会持牌人)~
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