植耀輝:Nvidia(NVDA.US)強勢美股造好 港股續萬八關爭持
耀才證券研究部總監植耀輝稱,美股隔晚(23日)三大指數均有好表現。Nvidia(NVDA.US)在績前造好,科技股普遍亦有理想升幅,最終納指上升215點或1.6%,道指及標普500指數亦分別上升0.5%及1.1%。而在收市後Nvidia公佈第二季度業績遠勝預期,第三季營收指引亦高於市場預期,刺激股價在盤後一度急升一成。
港股方面,昨日一度重上萬八點關口,但隨著A股走勢轉差,恆指亦再度反覆回落,最終收報17,845點,上升54點或0.31%,科指則微升0.2%,收報4,008點。不過全日成交金額只得842.2億元,反映投資者後市相當審慎,畢竟關注Nvidia業績表現,以及Jackson Hole年會聯儲局主席鮑威爾之講話。鑑於Nvidia季績表現強勁,對今日港股上市之科技股料有帶來一定利好支持,不過A股走勢轉弱,以及美團-W(03690.HK)及網易-S(09999.HK)亦將於收市後公佈季績,預期市況暫難有突破,預期將繼續於18,000點上落。
(筆者為證監會持牌人,持有Nvidia股份)
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美股造好納指揚 恆指18,000點上落
耀才研究部稱,隔晚(23日)美股三大指數造好,科技股表現搶鏡,當中Nvidia(NVDA.US)績前造好,升超過3%,帶動納指升1.6%。至於反映中概股表現之金龍指數亦反彈超過1.5%。
港股昨日則反復上升。早段走勢缺乏方向,午後受科技股帶動,恆指一度升至18,000點,但A股收市前急跌,拖累港股表現,恆指最終收報17,845點,上升54點,科指則微升0.2%,收報4,008點,全日成交只得842.2億元。成份股中以績優股表最佳,安踏(02020.HK)及百度-SW(09888.HK)分別上升9.7%及4.4%,內地官媒最新評論續「房住不炒」,內房股紛紛破底,世茂集團(00813.HK)急挫兩成,碧桂園(02007.HK)亦跌7%,再創上市新低。投資者繼續關注內地經濟表現,以及Jackson Hole年會上聯儲局主席鮑威爾講話。由於隔晚Nvidia業績表現強勁,料對科技股有正面支持,預期將於18,000點水平上落。
技術走勢方面,雖然恆指連升第二日,但整體走勢仍有太大改善,萬八點關口阻力仍大,而10天線現時亦已下移至18,354點水平。除非後市能突破該阻力,否則恆指或將維持持續尋底格局。
(筆者為證監會持牌人)~
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