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植耀輝:美股反彈納指升逾1% 恆指續區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(16日)造好,在大型科技股季績展開前,納指表現不俗,升幅1.2%,道指及標普500指數分別上升0.9%及1.1%。不過蘋果公司(AAPL.US)股價逆市下跌,投資者關注iPhone15於內地之銷售表現。 內地股市方面,深成指及創業板指數均顯著回落,前者下跌1.42%,後者跌幅則達到2%。至於上綜指跌幅相對輕微,但亦達到0.46%。至於全日成交金額則維持約8,100億元人民幣水平。 港股昨日則延續上周五(13日)頹勢,低開10點後雖然一度倒升,但很快轉跌之餘勢不斷擴大,午後跌勢隨著科技股走弱而進一步加劇,最低曾跌至17,600點邊緣,雖然尾市反彈,但全日計恆指仍下跌173點或0.97%,收報17,640點,科指則下跌1.76%,收報3,811點,全日總成交則只有737.9億元,較上周五之過千億元顯著縮減。 科技股跌勢顯著,騰訊(00700.HK)最低曾見300.2元,收報301.2元,下跌1.8%,內需股跌幅亦顯著,成份股中,康師傅(00322.HK)、海底撈(06862.HK)及李寧(02331.HK)等跌幅介乎3%至5%。反觀石油及黃金相關股表現跑贏大市,中遠海能(01138.HK)急升7%,神華(01088.HK)亦升1.4%。 外圍市況仍相當不明朗,特別是地緣局勢增添後市之不確定性;另外內地將於本周公布包括第三季GDP內之經濟數據,相信會對內地經濟最新狀況有更多啟示。預期恆指在缺乏利好消息支持下仍會較反覆,下方支持暫為17,000點水平。 (筆者為證監會持牌人,持有中遠海能及神華股份) *********** 美股反彈 港股17,500點支持有望守穩 耀才研究部稱,美股三大指數隔晚(16日)有好表現,當中道指上升0.9%,標普500指數及納指則分別上升1.1%及1.2%。至於反映中概股表現之金龍指數則反彈0.32%。 港股方面,昨日走勢未見起色,在科技股及國費金融股拖累下,恆指最多曾逼近17,600點關口,收市則報17,640點,下跌173點或0.97%,科指跌幅則達到1.76%,收報3,811點,不過成交相當淡靜,全日成交不足740億元。騰訊(00700.HK)下跌1.8%,至於港交所(00388.HK)則跌1.6%。A股主要指數亦下跌,當中上綜指下跌0.46%,深成指跌幅則達到1.42%。鑑於外圍形勢仍不樂觀,加上投資者關注內地即將公布之經濟數據,預期市況將維持偏軟格局,但相信17,500點以下水平或會有資金開始部署撈底。 至於技術層面上看,恆指連續第二個交易日下跌,20天線(17,675點)又再度失守,10天線(17,599點)支持亦岌岌可危,其他技術指標如MACD走勢雖有所轉弱惟不明顯,短期宜先觀察恆指能否守穩10天線水平,若失守的話則支持將下移至17,100點亦即4/10之年內低位。 (筆者為證監會持牌人)~
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