植耀輝:美股靜待議息結果 港股力守17,800點支持
耀才證券研究部總監植耀輝稱,美股隔晚(18日)變化不大,三大指數幾乎無升跌,投資者繼續觀望聯儲局議息會議結果。科技股個別發展,蘋果公司(AAPL.US)股價上升,不過Tesla(TSLA.US)及Arm(ARM.US)股價下跌。
A股昨日表現則相對不俗,上綜指收市升0.26%,深成指及創業板指數升幅則達到0.55%及0.89%。不過兩市交投仍靜,全日不足7,000億元人民幣。
雖然A股反彈,惟港股依然未見起色,昨日再跌252點或1.4%,收報17,930點,科指跌幅更大,達到2.2%。大部分成份股均下跌,只得8隻錄得升幅,不過表現亦一般,升幅最大之銀娛(00027.HK)亦僅升1.8%;表現最差為中芯國際(00981.HK),跌幅超過5%。值得留意的是多隻細價股在成交急增兼暴跌,當中宏基集團(01718.HK)大跌78%,澳能建設(01183.HK)亦跌超過三成。
整體市況依然未見樂觀,後市須留意17,800點是否能守穩,特別是科技股若維持弱勢或會進一步拖低大市表現。一旦失守17,800點水平,則後市或須考驗年內低位亦即17,500點附近。
(筆者為證監會持牌人,並未持有相關股份)
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美股缺乏方向 恆指17,800點不宜有失
耀才研究部稱,美股三大指數隔晚(18日)變化不大,投資者續關注聯儲局議息會議結果。至於反映中概股表現之金龍指數則下跌0.57%,連跌第二個交易日。
至於港股,恆指繼續於萬八點關口爭持,雖然A股昨日表現不俗,惟港股未有受帶動之餘,跌幅更一度達到288點,主要受科技股及友邦(01299.HK)等拖累。最終恆指收報17,930點,下跌252點或1.4%,再度失守萬八點支持;科指跌幅則達到2.22%。ATM跌幅介乎1.6%至2.3%,至於濠賭股則利好,當中銀河娛樂(00027.HK)逆市升近1.8%。恆指投資氣氛未見改善,大市成交金額只得845億元。基於市場依舊缺乏利好消息,恐怕大市短期仍只會維持區間上落,短期先留意17,800點能否守穩。
從技術走勢而言,恆指自9月7日失守10天線後至今仍未能重上該水平,意味短期向下趨勢仍難扭轉,一旦失守9月11日低位17,842點,則後市料將進一步考驗年內低位亦即17,573點水平。
(筆者為證監會持牌人)~
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