植耀輝:美股偏軟納指跌1% 恆指區間上落格局不變
耀才證券研究部總監植耀輝稱,隔晚(12日)美股三大指數偏軟,當中又以納指跌幅較大,跌幅逾1%,Oracle(ORCL.US)季績及展望令人失望導致股價急挫13.5%,加上蘋果公司(AAPL.US)股價未受惠新機出爐下跌,拖累納指表現。至於道指及標普500指數則分別下跌0.05%及0.57%。
港股昨日走勢則呈窄幅上落,恆指低開81點後跌幅更擴大至204點,並再度失守18,000點關口,不過隨著A股造好,恆指中午收市前又倒升;惟午後A股又再度偏軟,恆指又再度下跌,最終恆指「五連跌」,收報18,025點,下跌70點或0.39%,科指亦偏軟,下跌0.47%,全日成交淡靜。成份股中以比亞迪(01211.HK)表現最佳,不過升幅亦不足3%,反而昨日除淨之中石油(00857.HK)股價一度再創近八年新高,惟很快又調頭下跌,收市跌幅更逾5%。
A股走勢亦缺之方向,上綜指全日波幅只得13點,最終亦僅微跌5點;深成指跌幅亦不足0.1%。不過兩市成交亦相當弱,全日計不足7,200億元人民幣。
後市關注點有二。其一是內地經濟數據表現,內地本周五(15日)將公布包括零售售等一系列經濟數據,表現對後市或會帶來啟示;另外與內房相關及政策消息亦會對投資氣氛有一定影響。預期在缺乏利好消息之前,恆指將繼續維持窄幅上落格局,續於17,800至18,500點徘徊。
(筆者為證監會持牌人,並未持有相關股份)
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大市方向未明 續區間爭持
耀才研究部稱,美股三大指數隔晚(12日)均下跌,當中道指微跌0.05%,標普500指數則跌0.57%,納指跌幅則較大,超過1%。焦點則為蘋果公司(AAPL.US),該公司發布iPhone15及Apple Watch產品,惟股價未見支持,收市跌1.7%。至於反映中概股表現金龍指數則變化不大,跌幅不足1點。
港股與A股昨日則繼續缺乏方向,滬深股指下跌惟幅度有限,港股則早段一度跌近204點,其後又再度回穩並一度倒升,收市則報18,025點,下跌70點或0.39%,科指亦跌0.47%,收報4,063點,大市成交再度萎縮至841億元。內房股大幅波動,遠洋集團(03377.HK)飆升82%,融創(01918.HK)則下跌7.5%。另中石油(00857.HK)昨日除淨,股價回落超過4.9%。內地將於周五(15日)公布經濟數據,對最新經濟表現料有更大啟示。預期大市仍傾向拉鋸格局不變,暫於18,000點水平上落。
至於技術走勢方面,恆指連跌第五個交易日下跌,雖然累積跌幅不大,惟形態上似出現一小圓頂,若失守17,800至18,000點之支持區,則下方支持亦將順延至前低位亦即17,500點水平。
(筆者為證監會持牌人)~
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