植耀輝:加息預期降溫美股造好 港股末季目標維持不變
耀才證券研究部總監植耀輝稱,美國上月非農職位意外遜預期,失業率亦微升至3.9%。由於加息預期進一步降溫,上周五(3日)美股三大指數繼續有好表現,當中道指上升222點或0.66%,標普500指數及納指則分別上升0.9%及1.4%。美國本周公布之經濟數據不多,焦點則落在個別公司,例如西方石油(OXY.US)及迪士尼(DIS.US)等公司業績身上。
A股方面上周亦持續反彈,上綜指升0.71%至3,030點,至於深成指則累升0.85%至9,853點。內地本周將公布上月進出口及CPI等數據,表現對市場氣氛或有一定啟示。
至於港股上周五終出現突破,恆指急升433點或2.5%,收報17,664點,重上20天線之餘並突破17,000至17,500點橫行區間阻力;科指升幅則達到3.25%,全日成交金額超過900億元。預期恆指仍有望延續反彈勢頭,畢竟今年累跌不少,故即使反彈至18,000點亦合理。但同時亦須留意中美經濟數據以及重磅股業績情況。筆者亦維持早前看法,亦即第四季恆指區間17,000至19,000點水平不變。
(筆者為證監會持牌人,並未持有相關股份)
*****
美股造好 恆指挑戰萬八關口
耀才研究部稱,上周五(3日)美股三大指數造好,上周五公布之美國就業數據略低於市場預期,投資者押注聯儲局將暫停加息。至於反映中概股表現之金龍指數則急升近3%。
港股與A股方面,上周五承接美股急升而造好,恆指急升433點或2.5%,收報17,664點,科指升幅則達到3.25%,收報3,937點。全周計恆指累升1.5%,科指則升3.45%。成份股中以中生製藥(01177.HK)表現最佳,升幅達到14.7%,近期強勢之小米-W(01810.HK)亦續有好表現,累升12.7%。表現最差為海底撈(06862.HK),累跌達13.1%。A股上周亦有不俗表現,當中上綜指累升0.71%至3,030點,深成指則累升0.85%至9,853點。內地本周將公布進出口等一系列經濟數據,預期將左右投資氣氛。由於上周五美股造好,預期港股有望續升,若A股能延續升勢,恆指有望進一步挑戰18,000點關口。
從技術分析角度,恆指上周五終打破悶局,突破17,500點橫行區間阻力之餘,並重上20天線(17,463點)水平,走勢上有進一步挑戰50天線(17,762點)之勢;現時部分技術指標如MACD及RSI均有所改善,預期恆指再反彈之機會不低,暫以18,000點為目標。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.