植耀輝:債息急升美股下挫 恆指走勢仍反覆
耀才證券研究部總監植耀輝稱,美股隔晚(3日)下跌,10年期債息升至4.8厘,創自2007年以來新高,拖累整體市況表現,道指及標普跌幅分別達到1.3%及1.4%,納指跌幅更大,達到1.9%,本周就業數據料左右聯儲局息口去向。
至於港股在10月開局不利,首個交易日即大跌478點或2.7%,收報17,331點,科指亦跌2.63%,收報3,817點,成交金額則達到861.2億元,主要是受盈富基金(02800.HK)及華夏恆指ESG(03403.HK)成交暢旺(兩者成交分別達到125.63億及69億元)有關。大市跌勢頗全面,大部分板塊跌幅顯著,三桶油跌幅便分別達到3%至5%,ATM跌幅亦介乎1.8%至4%。事實上,恆指成份股中只得友邦(01299.HK)能逆市靠穩,其他成份股均下跌,部分跌幅亦相當驚人,中升(00881.HK)及碧桂園(02007.HK)便跌超過7%,另跌幅大於5%之成份股亦多達10隻。另外,黃金周概念股亦遭拋售,中免(01880.HK)大跌7.5%,貓眼娛樂(01896.HK)跌幅則達8.4%。由於北水下周一始恢復,預期市況仍會十分反覆,尤其是在缺乏利好消息下,恐怕恆指或會進一步下試17,000點關口,投資者現階段亦不宜過份進取矣!
(筆者為證監會持牌人,持有貓眼娛樂股份)
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金龍指數續跌 恆指萬七關不宜有失
耀才研究部稱,隔晚(3日)美股三大指數急挫,債息急升,加上眾議院議長麥卡錫罷免,利淡投資氣氛,當中道指及標普500指數下跌超過1%,納指跌幅則接近2%。至於反映中概股表現之金龍指數則續跌2.24%。
港股昨日則大跌478點,收報17,331點,恆指最多曾跌超過596點,低見17,212點,再創年內新低,成份金額則超過861億元。成份股只得友邦(01299.HK)力保不失,多隻成份股跌幅超過5%,表現最差之中升控股(00881.HK)跌幅近8%。值得留意的是,黃金周消費概念股遭到拋售,貓眼娛樂(01896.HK)急跌8.4%,攜程-S(09961.HK)及美團-W(03690.HK)亦分別下跌3.6%及4%。在投資氣氛仍差以及缺乏北水之情況下,恐怕恆指有較大機會持續尋底,萬七點關口不宜有失。
至於技術走勢方面,恆指昨日急跌並再次失守10天線水平,走勢上又再度轉弱之餘,並持續受制於7月31日高位20,361點所延伸之下降軌中,一日未能衝破此水平(暫約17,880點附近),反映整體形勢仍不樂觀,並有較大機會回落至16,800點附近水平。
(筆者為證監會持牌人)~
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