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植耀輝:美股造好Nvidia(NVDA.US)續創新高 港股區間徘徊機會大
耀才證券研究部總監植耀輝稱,美股隔晚(30日)繼續有好表現,有小非農之稱ADP數據低於預期,緩解投資者對聯儲局加息之憂慮。受此因素支持,科技股續造好,納指上升75點或0.5%,Nvidia(NVDA.US)續創收市新高,至於道指及標普500指數則分別上升0.1%及0.38%。 港股方面,港股昨日一度重上18,700點水平,惟高位受壓之餘A股午後走勢轉差,亦拖累港股表現。恆指最終收報18,482點,微跌1點,科指跌幅則較大,下趺0.9%,收報4,195點,大市成交1,080.9億元。內地股市亦反覆,上綜指一度升至3,153點,惟最終僅微升1點,收報3,137點,深成指亦僅上升27點或0.26%,收報10,482點,兩市成交最終不足一萬億元人民幣。大市整體氣氛仍有待改善,特別是投資者仍關注內地經濟及政策消息,在此情況下,恆指暫仍難有突破條件,預期將繼續於18,000至18,700點上落。 (筆者為證監會持牌人,持有Nvidia股份) ******** 恆指仍受制20天線 耀才研究部稱,美股三大指數隔晚(30日)續升,當中又以科技股表現較佳,Nvidia(NVDA.US)續創收市新高,納指升超過0.5%。至於反映中概股表現之金龍指數則偏軟,微跌0.15%。 至於港股則呈先高後低格局,恆指高開175點後升幅一度擴大至258點,突破18,700點水平,惟A股午後再度偏軟,恆指一度倒跌56點,最終亦未能「三連升」,下跌1點,收報18,482點,科指亦跌39點或0.9%,收報4,195點。不過全日總成交則略為增加至1,081億元。部分消費股反彈,不過電力股沽壓顯著,大唐新能源(01798.HK)便大跌近17%。市場氣氛有所轉弱,投資者繼續關注內地經濟以及政策消息,在此情況下,相信港股仍只會維持上落市格,於18,300至18,700點區間爭持。 技術走勢方面,恆指未能成功衝破20天線18,586點,走勢似有所轉弱,惟10天線18,080點料有強大支持,只要守穩該水平,後市仍有望延續反彈勢頭。 (筆者為證監會持牌人)~
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