植耀輝:美股三大指數偏軟 港股維持區間上落
耀才證券研究部總監植耀輝稱,美股上周五(15日)下跌,投資者關注美國汽車工人罷工事態進展,另外亦關注本周聯儲局議息會議。受此影響,美股三大指數均下跌,當中道指下跌288點或0.83%,標普500指數及納指則分別下跌1.2%及1.6%。全周計,道指微升0.12%,標普500指數及納指則累跌0.16%及0.39%。
至於港股與A股方面,雖然上周五內地公布之經濟數據普遍優於預期,人民銀行周四(14日)亦突下調存款準備金率0.25%,惟A股整體表現依然未見起色,上綜指下跌0.28%,深成指跌幅亦超過0.5%,兩市成交金額亦只得約7,200億元人幣。值得留意的是創業板指數,一度再創近三年半新低,全周計亦跌2.3%。
港股上周則維持窄幅上落,全周波幅只得530點。全周計,恆指微跌19點,收報18,182點,科指亦跌13點,收報4,077點。內地經濟數據表現優於市場,反映內地一連串刺激經濟措施有所成效,惟相信投資者仍觀望內地會否有更多利好措施出台,短期仍要視乎相關因素;另一方面,美國聯儲局本周將進行議息會議,預期息率將維持不變,不過年內是否仍會有加息行動則要留待主席鮑威爾解話。相信恆指短期仍只會維持區間波動,大致於17,800至18,500點上落。
(筆者為證監會持牌人)
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美股偏軟 恆指方向未明續拉鋸
耀才研究部稱,美股三大指數上周五(15日)悉數下跌,受科技股走勢轉弱拖累。當中道指下跌0.83%,標普500指數及納指則跌超過1%。至於反映中概股表現之金龍指數亦偏軟,下跌0.65%。
港股方面,上周五受內地經濟數據優於預期支持而上升,恆指及科指分別上升0.75%及0.46%,不過全周計則恆指微跌19點,科指則下跌0.34%,成交金額受富時指數調整而增加至1,180.8億元。成份股中以聯通(00762.HK)表現最佳,累升達到8.4%,表現最差則為碧服(06098.HK),下跌8.6%。展望本周,市場焦點將集中於聯儲局議息會議身上。相信大市仍維持窄幅上落,繼續於17,800至18,300點徘徊。
技術走勢方面,恆指上周五雖見反彈,惟始終受制於10天線(18,275點)阻力,短期內若未能突破該水平,反映上方阻力重重,後市仍以此水平作主要阻力,下方則仍以18,000點心理關口為初步支持。
(筆者為證監會持牌人)~
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