植耀輝:美股個別發展 今日焦點中國經濟數據
耀才證券研究部總監植耀輝稱,美股隔晚(17日)變化不大,道指微升13點,標普500指數近平收,納指則下跌。焦點則集中半導體股份,美國加強限制芯片出口至中國,拖累Nvidia(NVDA.US)股價急挫4.68%。
A股昨日反覆靠穩,早段偏軟,午後則輾轉回升,上綜指最終以接近全日高位收市,升0.3%,收報3,083點,深成指亦升0.15%,收報9,940點,不過交投有所縮減,全日計成交金額約7,500億元人民幣。
港股方面,大市昨日交投相當疏落,全日收市成交僅635.4億元。恆指高開165點後走勢反覆,升幅一度收窄至只得31點,午後隨著A股回升,恆指亦總算維持過百點升幅,最終收報17,773點,上升132點或0.75%;科指亦中止兩連跌,回升0.64%,收報3,836點。雖然港股反彈,惟正如上文提到,成交量如此淡靜,反映投資者現水平入市意欲甚低。今日(18日)內地將公布一系列經濟數據,當中較受注目為第三季GDP表現,預期會左右市場氣氛。當然,美企季績表現亦須留意。在此情況下,預期市況仍會相當拉鋸,預期於17,500至18,000點水平上落。
(筆者為證監會持牌人,持有Nvidia股份)
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美股缺乏方向 恆指續區間上落
耀才研究部稱,隔晚(17日)美股三大指數個別發展,不過變化不大,當中道指微升不足0.1%,標指近平收,納指則下跌0.25%。投資者續關注企業業績表現。值得留意的是,晶片股出現較大波動,當中Nvidia(NVDA.US)急挫近5%,AMD(AMD.US)及Intel(INTC.US)亦跌超過1%。至於反映中概股表現之金龍指數下跌0.9%。
港股方面,大市在兩連跌後出現反彈,恆指回升132點或0.75%,收報17,773點,科指亦升0.64%,收報3,836點。雖然大市有所反彈,惟成交只得635億元,反映投資者入市意欲仍低,畢竟港股欠缺利好消息,投資者亦靜待今日(18日)公佈之一系列經濟資料表現,相信市況今日會較有明確方向。預期恆指暫將續於17,500至18,000點水平上落。至於A股收市仍能維持升勢,上綜指及深成指分別上升0.3%及0.15%,不過成交金額則略為減少至約7,500億元人民幣。
至於技術分析方面,恆指昨日重上10天及20天線水準,並處於保力加通路中軸之上,走勢上有望進一步上移至通道頂,亦即18,192點。
(筆者為證監會持牌人)~
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