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植耀輝:科技股造好美股續揚 港股萬八關見支持
耀才證券研究部總監植耀輝稱,美股隔晚(11日)持續造好,道指及標普500指數分別上升0.25%及0.67%,納指升幅則超過1%,科技股成為升市功臣,當中被大行唱好之Tesla(TSLA.US)急升逾10%,另蘋果公司(AAPL.US)在秋季發佈會前夕亦靠穩。不過Nvidia(NVDA.US)股價頹勢未止,跌近1%。 港股與A股則個別發展。受內地最新公布之8月份社會融資及新增貸款優於預期,以及人行召開外匯市場自律機制會議支持,A股整體有不俗表現,當中上綜指升0.84%,深成指亦升近1%,兩市成交亦回升至8,400億元人民幣水平。港股走勢則反覆偏軟,恆指早段一度大跌近360點,午後在A股造好支持下令跌幅顯著收窄,最終下跌105點或0.58%,收報18,096點,錄得「四連跌」,科指則微跌8點,成交金額回升至1,244.8億元。 本地地產股跌幅顯著,新地(00016.HK)大跌近一成,恆地(00012.HK)及新世界(00017.HK)分別下跌4%及6.1%,醫藥股則見資金追捧,恆指成份股最佳5隻股份均為藥股,當中又以線上醫療股阿里健康(00241.HK)表現最佳,升幅達到6%。 正如筆者早前推出,逼近萬八關附近或會有買盤博反彈,畢竟數據優於預期及利好政策出爐之憧憬猶在;惟本周尚會公布上月零售及固定投資等重要經濟數據,結果亦將左右投資者之入市意欲及信心,所以博反彈亦只宜小注。 (筆者為證監會持牌人,持有Nvidia股份) ********* 金龍指數反彈 恆指有望守穩萬八關 耀才研究部稱,美股隔晚(11日)續升,當中以納指表現最佳,升幅達到1.1%,主要受Tesla(TSLA.US)急升逾一升帶動,道指及標普500指數則分別上升0.25%及0.67%。至於反映中概股表現之金龍指數則反彈近1.15%。 港股則未見太大起色,雖然A股昨日造好,惟恆指在本地地產股及友邦(01299)急挫拖累下跌幅仍一度達到360點,並失守萬八點關口,雖然午後走勢有所改善,恆指跌幅亦曾收窄至只得37點,惟最終仍未能中止連跌趨勢,收報18,096點,下跌105點或0.58%,科指則微跌8點,收報4,083點,大市成交金額1,244.8億元。本地地產股為跌市重災區,新地(00016.HK)大跌近一成,不過內房股則個別發展,融創(01918.HK)急升24%,中海外(00688.HK)則跌近2.7%。由於內地將陸續公布經濟數據,相信投資者續抱觀望,惟在未有進一步利好消息前,大市暫亦只會於17,800至18,500點區間上落。 技術走勢方面,恆指「四連跌」兼失守多條平均線,走勢有進一步轉弱跡象,現時亦呈一浪低於一浪形態,暫以前低位17,500點附近為重要支持。 (筆者為證監會持牌人)~
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