植耀輝:匯金再出手 港股有望守穩萬七關
耀才證券研究部總監植耀輝稱,美股隔晚(23日)個別發展,美國十年期債息破「五」,美股早段大幅波動,不過盤中個別科技股走勢轉強,納指倒升,最終上升0.3%;至於道指及標普500指數則分別下跌0.6%及0.2%。
A股昨日表現仍疲弱,滬深兩市跌1.5%,成交金額回落至7,200億元人民幣。不過收市後中央匯金宣布買入交易型開放式指數基金(ETF),料對市場氣氛或有正面幫助,且看今日(24日)A股能否有所反彈。
至於港股方面,上周五(20日)延續本輪頹勢,盤中雖曾倒升,但在A股下跌拖累下恆指最終下跌123點或0.72%,收報17,172點,科指亦跌1%,收報3,662點。成交則維持在827.8億元水平。全周計,恆指累跌3.6%,科指累跌更達到5.6%。成份股中以舜宇(02382.HK)表現最好,一周計升6.3%,其次為小米-W(01810.HK),升近5.6%;百度-SW(09888.HK)則為表現最差成份股,累跌達到16.3%,國壽(02628.HK)、國藥(01099.HK)及李寧(02331.HK)跌幅均超過一成。
外圍形勢仍未明朗,加上A股表現仍差,恐怕港股仍有下試可能,暫繼續以17,000點為短期支持。但正如早前所指,一日A股未能重拾升勢,後市縱反彈亦難有好表現,預期17,500點之上將阻力重重。
(筆者為證監會持牌人,並未持有相關股份)
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匯金增持ETF 恆指力守萬七關口
耀才研究部稱,港股上周五(20日)走勢依然未見起色,恆指再跌123點或0.72%,科指亦跌1%,兩者分別收報17,172點及3,662點,成交金額則827.8億元。全周計,恆指及科指分別累跌3.6%及5.6%。
A股維持尋底格局,繼上周上綜指累跌3.4%並創年內新低、深成指重挫近5%兼創近3年新低後,昨日(23日)走勢依然疲弱,兩市分別下跌1.47%及1.5%。不過,於收市後中央匯金宣布買入ETF,並表示未來將再增持,消息對投資市場屬正面,今早(24日)新加坡黑期亦守穩17,000點水平。不過,由於整體投資氣氛依然悲觀,除非A股走勢有所改善,否則恆指仍有下試17,000點或更低水平之可能。
技術走勢方面,恆指上周再度轉弱,從周線圖所見,恆指自8月11日失守10周線後迄今仍未能重上該水平,意味該阻力甚強,現時10周線處於17,900點附近,意味一日未能重上及企穩該水平,後市或會維持續尋底格局。
(筆者為證監會持牌人)~
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