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植耀輝: 就業數據佳美股反彈 港股續維持震盪格局
阿思達克 03-08 11:16
耀才證券研究部總監植耀輝稱,美股上周五(5日)大幅波動,2月非農新增職位遠好於市場預期,不過受十年期債息抽升至1.6厘之影響,納指一度再呈跌勢,不過隨著債息又回落至1.55厘,同時科技股開始見有買盤吸納,最終三大指數升幅顯著,當中道指大升572點或1.8%,收報31,496點,標普500指數亦升73點或近2%,收報3,841點,納指亦升1.55%,收報12,920點。

至於港股,上周經歷了相當波動之一周,不過全周計仍能微升118點,只是日均波幅頗大,以上周五為例,單日高低波幅便達到884點,全周計則達到1,400點。港股如此大波動,皆因困擾大市之變數仍相當多,美國10年期債息表現便是其中之一,至於A股及北水動向亦頗受關注,恐怕短期港股仍將維持較波動情況。

個股方面,科技股上周繼續大幅波動,部分由高位計累跌亦已超過兩成,由於外圍科技股走勢未有太大改善,故科技股是否已見底仍言之尚早,不過正如上周所指,優質科技股在跌至現水平已有一定吸引力,如本周走勢有所轉穩,可考慮開始分注吸納並作中長線持有。

(筆者為證監會持牌人)

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新舊經濟股於短期後市仍個別發展

香港股票分析師協會副主席郭思治稱,上周五(5日)美股反彈,美國上月非農就業數據勝市場預期,強勁經濟數據加劇市場對美國通脹升溫憂慮,美國10年期國債息率一度突破1.6厘水平,但債息見高位後回落,帶動買盤流入科技股,最終三大指數升幅超過1%。港股ADR個別發展,舊經濟股普遍造好,匯控(00005.HK)受惠美債息率上升,ADR升3.2%報47.58元。「黑期」今早(8日)亦升逾300點見29400點以上水平,料恆指今早有望裂口高開300點以上,留意今日新舊經濟股份之個別表現。

從技術上看,恆指上周五先跌後回穩,但反彈乏力。於小時圖上,恆指至今仍未能打破下降趨勢,目前仍受制於保歷加通道中軸之下,但從另外一個角度看,保歷加通道的橫行趨勢逐漸明顯。展望本周,恆指或有望徘徊於28,800點至29,800點區間,一日恆指仍反覆徘徊於此區間之內,後市仍欠缺明確方向。

(筆者為證監會持牌人)~

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