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植耀輝:恆指23,000點阻力料不輕
耀才證券研究部總監植耀輝稱,美股隔晚(17日)因總統日假期休市。港股及A股昨日反覆造好。A股方面,深成指及上綜指均有不俗表現,深成指早段維持升勢,午後一度倒跌,不過很快又再次上揚,最終深成指升0.39%,收報10,791點;上綜指走勢亦較反覆,午後曾倒跌,不過反彈力度不俗,最終以接近全日最高位收市,報3,355點,上升0.27%。全日成交達到1.94萬億元人民幣。芯片股有不俗表現,寒武紀(688256.SH)升幅便達到5.57%。 港股昨日則反覆靠穩。恆指早段承接上週五升勢,加上騰訊(00700.HK)大幅高開,恆指最高曾見22,977點,再創年內新高;不過科技股高位遇壓受阻,阿里-W(09988.HK)及美團-W(03690.HK)等由升轉跌,個別如百度-SW(09888.HK)及比亞迪電子(00285.HK)更跌幅擴大,恆指一度轉跌,最多曾跌超過300點,不過隨着科技股跌勢有所收窄,恆指收市前亦收復大部分失地,最終恆指收報22,616點,微跌4點,科指則跌0.5%,收報5,499點,成交達到4,002億元。 港股昨日雖然未能維持升市,不過跌幅亦相當有限,反映大市低位承接力不弱之餘投資氣氛亦相當理想,從成交量增至超過4,000億元可見一班。筆者暫仍維持觀望看法不變,畢竟大市已累升不少,短期內仍要視乎會否有更多利好消息出現。預期大市暫會維持高位爭持格局,於22,300至22,800點爭持。 (筆者並未持有相關股份)~
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