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植耀輝:政策激勵 A股及港股市有望反彈
耀才證券研究部總監植耀輝稱,美股上周五(25日)造好,聯儲局主席鮑威爾在Jackson Hole年會之演說「鷹中帶鴿」,美股反覆造好,當中納指便升近1%;全周計則道指累跌0.4%,標普500指數則累升0.8%,納指升幅更達到2.3%,中止三連跌之餘亦為7月以來最佳。科技股造好,不過Nvidia(NVDA.US)在績後續受壓,下跌2.4%。 至於A股方面,上周走勢亦未見太大改善,當中上綜指累跌2.2%,深成指跌幅更達到3.1%,兩個指數均已連跌第三周。而在周末內地連環出招,當中財政部及稅務總局宣布今日起證券交易印花稅減半徵收;內房亦有眾多扶持消息。相信對今日A股投資氣氛有利。 港股上周五亦反覆下跌,不過全周計仍能累升5點,收報17,956點,科指亦累升1.3%,收報4,058點。重磅股業績已公布得七七八八,投資者關注點亦將轉移至內地經濟表現之上。由於內地連環出招,短期對港股表現屬正面,預期港股今日(28日)將有望挑戰10天線18,139點,若A股續有好表現,則恆指料可進一步上試18,500點水平。 (筆者為證監會持牌人,持有Nvidia股份) *********** 內地下調印花稅 利好A股及港股表現 耀才研究部稱,聯儲局主席鮑威爾上周五(25日)在銀行家年會上之講話被視為「鷹中帶鴿」,利好美股投資氣氛。三大指數均有好表現,當中納指便升近1%。 港股方面,上周五受美國加息陰霾拖累下表現欠佳,恆指收市失守萬八點,最終收報17,956點,下跌1.4%,科指則收報4,058點,下跌2.4%。全日成交只得813.7億元。不過全周計,恆指仍能微升5點,科指則累升1.3%。成份股中以碧服(06098.HK)表現最佳,一周計累升19%,業績股藥明(02269.HK)及安踏(02020.HK)亦有好表現,累升超過一成。不過績差股如舜宇(02382.HK)累跌5.6%,新奧能源(02688.HK)更大跌近21%。由於內地在周末推出包括減印花稅等一連串利好措施,對今日(28日)A股及港股料有較大支持,執筆之時期指已升至18,500點水平。 技術分折角度,恆指上周五再度失守萬八點口,並續受制於10天線(18,139點)水平,短期若未能重上該水平,意味走勢將再度轉弱,並再度回試早前低位亦即17,573點水平。 (筆者為證監會持牌人)~
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