植耀輝:加息陰霾重現美股跌 恆指恐考驗年內低位
耀才證券研究部總監植耀輝稱,聯儲局7月議息會議記錄反映鷹派立場,隔晚(16日)美股三大指數下跌,當中道指下跌180點或0.52%,標普500指數則跌0.76%,納指跌幅較大,達到1.1%。投資者關注下周JacksonHole年會上聯儲局主席鮑威爾之講話。
港股方面,恆指繼續未見起色,並進一步考驗18,300點支持。恆指裂口低開225點跌幅持續擴大,最多曾跌近320點,低見18,261點。收市前稍見反彈,但最終恆指仍下跌251點或1.4%,收報18,329點,成交金額增至979.3億元。恆指不經不覺已連跌第四個交易日,累積跌幅達到4.8%,本月計跌幅更達到1,749點或8.7%。至於A股表現同樣欠理想,上綜指及深成指均以接近全日最低位收市,前者收報3,150點,下跌0.82%,深成指則跌0.94%,收報10,579點。
雖然騰訊(00700.HK)及京東-SW(09618.HK)業績表現不俗,但夜期及今早(17日)新加坡黑期表現欠佳,執筆之時黑期更已失守18,000點水平。恐怕港股或須考驗5月31日低位18,044點水平。
(筆者為證監會持牌人,並未持有相關股份)
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美股三大指數齊跌 港股下試萬八關
耀才研究部稱,美股隔晚(16日)下跌,聯儲局上月議息會議普遍持「鷹派」,利淡大市氣氛,美股三大指數均下跌,當中納指跌幅便超過1%;至於反映中概股表現之金龍指數下跌1.6%,連跌第四個交易日。
港股昨日遭逢「四連跌」。恆指低開225點後反彈乏力,午後隨著A股走勢再度轉弱,恆指跌幅亦進一步擴大至320點。尾市雖有所反彈,但全日計恆指仍跌251點或1.36%,科指則跌1.27%,大市成交金額979.3億元。航運股東方海外(00316.HK)大跌近5%,內需概念李寧(02331.HK)及安踏(02020.HK)則分別下跌4%及3.4%。內房股反彈,碧桂園系及龍湖(00960.HK)均升逾3%。雖然騰訊(00700.HK)業績表現大致符預期,惟從夜期及今早(17日)新加坡黑期表現來看,港股或須下試18,000點水平。
至於技術走勢方面,經四連跌後,恆指已跌至近日重要支持位18,300點水平,此水平亦是6月至今雙頂頸線之重要支持。一旦頸線失守,後市或會出現顯著調整,故此水平不宜有失。
(筆者為證監會持牌人)~
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