植耀輝:議息結果符預期 恆指有望反彈
耀才證券研究部總監植耀輝稱,聯儲局議息後維持息率不變,符合市場預期。美股三大指數隔晚(1日)有好表現,當中道指上升221點或0.7%,標普500指數及納指則分別上升1.1%及1.6%。
A股方面,滬深兩市個別發展,當中上綜指全日變動不大,最終收報3,023點,微升4點;深成指及創業板則走勢較弱,兩者分別下跌0.38%及0.46%。全日成交金額較上日有所縮減,只得約8,100億元人民幣。
港股反覆靠穩,早段受財新PMI表現遜預期影響,恆指一度失守萬七點關口,最低曾跌至16,979點,不過隨著A股回穩,恆指亦再度收復萬七關,並一度倒升76點,不過在缺乏成交支持下,恆指亦未能維持升勢,並於二、三十點區間上落,最終恆指收報17,101點,微跌10點,科指亦微跌6點,收報3,752點,成交量不足680億元。李寧(02331.HK)反彈,惟另一內需股海底撈(06862.HK)卻大跌近13%。另百勝中國(09987.HK)第三季業績令投資者失望,收市股價大跌近一成三。
由於隔晚美股造好,加上議息結果符預期,相信對今日亞太區股市有正面支持,執筆之時新加坡黑期重上17,200點,預期市況有望反彈,惟能否維持升勢仍須視乎A股表現,暫續以17,000點為支持,反彈目標仍先看17,500點。
(筆者為證監會持牌人,並未持有相關股份)
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港股後市還看A股
耀才研究部稱,聯儲局議息後維持息率不變,隔晚(1日)美股三大指數造好。至於反映中概股表現之金龍指數則下跌1.43%,連跌第二個交易日。
中港股市則續缺乏方向,財新PMI數據遜預期,投資者續關注內地經濟表現。恆指早段曾失守17,000點,但亦很快有所反彈,午後維持拉鋸,最終恆指僅微跌10點,收報17,101點,科指亦微跌6點,收報3,752點,成交金額只得680億元。內需股個別發展,李寧(02331.HK)反彈近4.4%,海底撈(09987.HK)則急跌;早前調整之石油股則回穩。另澳門10月博彩收入按年升4倍至195億元,濠賭股個別發展,銀娛(00027.HK)靠穩,惟其他則偏軟。A股則個別發展,上綜指微升4點,深成指及創業板則分別下跌0.38%及0.46%。由於隔晚美股造好,相信港股亦有望跟隨,惟升勢能否持續仍須留意A股今日(2日)表現。預期港股仍將於17,000至17,500點水平徘徊。
技術走勢方面,雖然恆指昨日續守穩於17,000點水平,惟10天線阻力已下移至17,234點水平,意味短期若未能突破此水平,走勢或會進一步轉弱,須留意17,000支持能否持續發揮支持。
(筆者為證監會持牌人)~
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