植耀輝:美股反彈惟隱憂仍在 港股守穩250月線續看好
耀才證券研究部總監植耀輝稱,美股上週五(28日)造好,三大指數升幅均超過1%。不過以整個2月份計,道指累跌1.6%,標普500指數亦跌1.4%,納指則急挫近4%。展望本週,投資者將關注美國2月非農數據表現,以及俄烏最新局勢變化。
港股及A股上週五走勢均欠理想。A股方面,滬深兩市全日均維持跌勢,上綜指下跌1.98%,深成指跌幅則達到2.89%,兩市全日成交金額爲1.86萬億元人民幣。全周計,上綜指累跌1.72%,深成指則跌3.46%。本週內地將召開兩會會議,相關消息或對A股有較大影響。
港股方面,上週五出現較大回吐,恆指最多曾跌近920點,低見22,798點,尾市有所反彈,不過全日最終仍跌776點或3.3%,報22,941點;科指跌幅亦達到5.32%,收報5,568點,成交金額連續第二日超過4,000億元,達到4,062.6億元。一週計,恆指及科指分別累跌2.3%及4.97%。成份股中以華潤萬象(01209.HK)表現最佳,累升12.15%,其次爲濠賭股銀娛(00027.HK);表現最差則爲阿里健康(00241.HK)及藥明康德(02359.HK),兩者分別下跌17.1%及15.2%。
雖然上週五港股急跌,不過整體表現仍算理想,尤其是全月計恆指及科指升幅顯着,並企穩250月線(21,756點)之上。後市只要續企穩該位置之上,後市仍有望挑戰24,000點水平。
(筆者並未持有相關股份)~
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