植耀輝:增發國債利好氣氛 今日焦點「施政報告」
耀才證券研究部總監植耀輝稱,隔晚(24日)美股造好,當中道指回升204點或0.62%,標普500指數及納指則分別上升0.7%及0.9%。盤後微軟(MSFT.US)及Alphabet(GOOGL.US)先後公布業績,前者表現勝預期,不過Alphabet則雲業務表現略遜預期,股價盤後跌約6%。
A股方面,滬深兩市反覆回升,低開後一度抽升,午後早段又再度偏軟,但很快又重拾升勢,最終上綜指上升0.78%,深成指則升0.61%,兩市成交增至超過8,000億元人民幣。
至於港股走勢則未見改善,低開119點跌勢持續擴大,17,000點關口失守後跌勢轉急,最多曾跌近300點,曾低見16,879點,及後A股顯著反彈,恆指跌幅亦一度收窄至33點,不過午後跌勢又再增加,最終恆指未能重上萬七關口,收報16,991點,下跌180點,科指亦跌超過1%,收報3,622點,全日總成交金額接近900億元。成份股跌多升少,表現最好為醫藥股翰森製藥(03692.HK),升幅達12.2%,另石藥(01093.HK)亦升3.2%。科技股則個別發展,美團-W(03690.HK)微跌,不過京東-SW(09618.HK)及騰訊(00700.HK)則分別下跌2.9%及2.1%。
今日焦點為《施政報告》中會否有刺激股市之措施,預期降低印花稅會是其中之一。只是在現時投資信心薄弱之情況下,即使下調印花稅,但對市況幫助恐怕亦相當有限。不過內地宣布將增發一萬億元人民幣國債,夜期及金龍指數均急升,預期今日(25日)港股有望高開,當然A股能否延續升勢可能更關鍵。預期今日港股有望反彈,後市暫續以17,000點水平作支持。
(筆者為證監會持牌人,持有微軟股份)
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金龍指數勁升4% 中港股市有望跟隨
耀才研究部稱,美股三大指數隔晚(24日)有好表現,三大指數均錄得升幅,當中納指升近1%,標普500指數及道指亦分別上升0.7% 及0.6%。至於反映中概股表現之金龍指數則勁升近4%。
港股方面,重陽節假期後複市表現然未見起色。雖然A股反彈,但在投資氣氛未見改善下,恆指最終仍失守萬七關水準,收報16,991點,下跌180點或1.1%,科指亦在騰訊(00700.HK)及快手-W(01024.HK)等拖累,下跌超過1%,收報3,622點。成交金額約900億元。今日(25日)焦點肯定是政府《施政報告》,當中會否降低印花稅將成為投資者關注點。另外內地增發一萬億元人民幣國債對投資氣氛亦有正面幫助,A股能否持續有好表現亦是恆指反彈之關鍵,預期恆指今日或可收復部分失地,上望17,400點附近。
至於技術走勢,恆指昨日再創年內低位,技術走勢再度轉弱,當中MACD呈「雙熊」,另外亦已跌至保歷加通道底部支持。若短期恆指未能重上17,600點,反映沽壓仍大,後市恐維持向下尋底格局不變之情況。
(筆者為證監會持牌人)~
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