植耀輝:美股反彈Nvidia(NVDA.US)急升7% 恆指續考驗18,500點支持
耀才證券研究部總監植耀輝稱,在科技股顯著反彈之情況下,隔晚(14日)美股三大指數均上升,納指升超過1%,道指及標普500指數升幅相對溫和,分別上升0.1%及0.6%。當中早前回落之Nvidia(NVDA.US)大幅反彈超過7%,不過宣布減價之Tesla(TSLA.US)則偏軟,下跌1.2%。
至於港股昨日表現未見起色,甫開市已裂口下跌377點,內房股及汽車股為跌市重災區,恆指亦一度大跌520點,低見18,554點。其後A股收市前跌幅收窄,港股表現亦有所改善,不過全日計恆指仍下跌301點或1.6%,收報18,773點,成交增至1,041.5億元。A股則在收市前跌幅有所窄,當中上綜指下跌0.34%,深成指下跌0.5%,兩市成交則只有約7,400億元人民幣。市況依然未見起色,尤其是對內房債務之擔憂持續,對後市增添了相當多不確定性;另外內地將於今日(15日)公布一系列經濟數據,照現時情況亦難有驚喜,故雖然昨日恆指於18,500點附近有所支持,惟一早內房債務問題未有解決方案,大市氣氛亦恐怕難有改善。
(筆者為證監會持牌人,持有Nvidia股份)
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科技股造好美股反彈 今日焦點內地經濟數據
耀才研究部稱,隔晚(14日)美股在科技股造好下回升,當中納指上升超過1%,標普500指數上升0.6%,道指則微升。反映中概股表現之金龍指數則續回落,下跌0.5%。
至於港股,恆指昨日低開377點後跌幅度擴大至520點,午後雖然隨A股反彈令跌幅有所收窄,不過全日計恆指仍跌301點或1.58%,收報18,773點,科指跌幅則1.55%,收報4,208點。全日總成交增至1,041億元。內房股及汽車股急跌,當中碧桂園(02007.HK)及碧服(06098.HK)分別大跌18.4%及9.7%,另擔心內地汽車減價戰,比亞迪(01211.HK)跌幅亦達到6.2%。今日(15日)內地將公布包括零售銷售在內之經濟數據,表現對市況料會有一定影響,惟由於仍缺乏利好消息支持,一旦數據表現不如預期,或會進一步利淡後市表現。
技術分析方面,恆指昨日以裂口下跌至18,554點後反彈,此水平亦為前低位(7月24日之18,562點)附近,以此看該水平暫見一定支持,惟多個技術指標如MACD等均見轉弱,意味後市或持續考驗該低位支持,後市走勢仍未許樂觀。
(筆者為證監會持牌人)~
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