植耀輝:美股調整料未完 恆指恐考驗年內低位
耀才證券研究部總監植耀輝稱,隔晚(21日)美股三大指數持續調整,受加息陰霾及政府關門之擔憂。受此影響,道指下跌370點或1.1%,標普500指數及納指則分別下跌1.6%及1.8%。
港股方面,依然未見有太大起色,昨日更失守17,800點,在好消息欠奉加上A股走勢亦差(深成指及創業板指數續創逾三年低),恐怕有相當大機會進一步失守年內低位17,537點。正如上週提到後市存在多個不明朗因素,加上科技龍頭股接連破底,奉勸大家想入市的話,亦須好好控制注碼。
股份方面,不妨留意百勝中國(09987.HK)。該公司早前在投資者日公布會上宣布多項發展目標,除了將今年淨新增門店目標由早前1,100-1,300間上調至1,400至1,600間外,亦訂下2024至2026年度之目標,當中包括系統銷售額及經營利潤實現高單位數至雙位數年均複合增長、每股盈利實現雙位數年均複合增長;另外,以季度派息及股份回購方式向股東回饋30億美元。消息一出其股價亦見有好表現。在內地經濟仍面對不少挑戰下,預期速食消費受到之影響較輕微,加上短期尚有十一黃金週以及杭州亞運等因素,相信有利股價表現。建議可於現價買入作中線持有,目標510元,以400元作止蝕。
(筆者為證監會持牌人,並未持有相關股份)
*********
美股再跌納指挫近2% 港股今恐破底
耀才研究部稱,美股三大指數隔晚(21日)續跌,道指下跌1.1%,標普500指數及納指則分別下跌1.6%及1.8%。至於反映中概股表現之金龍指數則下跌1.9%,連跌第五個交易日。
至於港股與A股昨日亦反覆下跌,當中深成指及創業板指跌至近3年低,上綜指亦下跌超過0.77%;恆指則失守17,800點水平,最終收報17,655點,下跌230點或1.3%,科指跌幅則達到1.85%至3,849點。成交量則依然低迷,只得774億元,內地兩市總成交亦只得5,800億元人民幣。科技股拖累大市表現,ATMJ跌幅均超過1.1%至2.4%,另至少13隻成份股創至少一年新低;反觀中資電訊股靠穩,中移動(00941.HK)升0.52%。市況依然未見起色,加上投資者信心不足,令港股反彈亦告乏力,年內低位17,573點支持恐怕亦會受挑戰。
技術分析方面,恆指反彈乏力加上持續受制於10天及20天線水平,走勢仍不樂觀,部分技術指標亦轉差,當中MACD持續「雙熊」,恆指現時亦已跌至保力加通道底部,短期內續尋底機會相當高。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.