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植耀輝:科技股偏軟美股下跌 炒作個別內房風險高宜審慎
耀才證券研究部總監植耀輝稱,隔晚(6日)美股三大指數持續出調整,債息進一步攀升利淡科技股表現,蘋果(AAPL.US)及Nvidia(NVDA.US)均下跌逾3%。最終道指下跌近200點或0.6%,收報34,443點,標普500指數及納指均下跌0.7%及1.1%。 港股方面,恆指呈低開高走,受A股下跌及人民幣匯價走弱拖累,恆指早段最多曾跌逾200點,低見18,256點水平。午後A股反彈,恆指跌幅持續收窄並一度倒升,不過最終仍微跌6點,收報18,449點,科指則跌0.4%%,收報4,176點,全日成交金額只得929億元。A股走勢則個別發展,上綜指尾市倒升3點,深成指則未能止跌,惟跌幅亦收窄至0.24%。值得注意的是,兩市成交進一步萎縮至不足7,720億元人民幣。 由於投資者仍關注內地經濟及美國息口去向,在觀望氣氛濃厚之情況下,預期市況仍呈窄幅上落,於18,500點水平爭持,並呈炒股不炒市格局。板塊方面,個別內房股升幅驚人,融創中國(01918.HK)、中國恆大(03333HK)分別急升68%及83%,不過這類純資金炒作之板塊風險極高,投資者即使短炒亦要量力而為。 (筆者為證監會持牌人,持有Nvidia股份) ********* 港股反覆靠穩 50天線阻力大 耀才研究部稱,隔晚(6日)美股三大指數下跌,當中又以納指跌幅顯著,超過1%,道指及標普500指數則分別下跌0.6%及0.7%。至於金龍指數則連跌第二日,不過跌幅相對有限,僅0.53%。 至於港股昨日則反覆靠穩,早段最多曾跌200點,午後隨著A股反彈,恆指亦陸續收復失地,並一度倒升35點,不過最終恆指收報18,449點,微跌3點,科指則下跌近0.4%,收報4,176點。內房股抽升,恆大(03333.HK)及融創(01918.HK)分別勁升83%%及68%,個別資源股亦有好表現,中海油(00883.HK)破頂,兗礦能源(01171.HK)則抽升4.4%。今日內地將公布進出口數據,表現對投資氣氛或有一定影響。不過整體投資氣氛仍相當審慎,預期此格局短期難改,恆指將於18,500點水平上落,炒股不炒市格局亦將維持。 技術走勢方面,恆指昨日跌至18,256點低位後反彈,10天(18,324點)及20天線(18,409點)均失而復得,反映低位支持力仍強,惟同樣地恆指亦受制於50天線(18,882點)水平,須突破始有望扭轉上落市格局。 (筆者為證監會持牌人)~
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