植耀輝: 美股個別發展納指續跌 港股勢弱考驗低位支持
耀才證券研究部總監植耀輝稱,美股隔晚(8日)繼續顯著波動,國會通過1.9萬億美元救助方案,利好傳統經濟股表現,道指便一度抽升超過600點,收市升幅則收窄至306點,收報31,802點,升幅約1%。不過科技股沽壓持續,納指開市早段雖曾反彈至13,000點之上,但亦很快無以為繼,其後又再度急跌,最終更以接近全日最低位收市,下跌310點或2.41%,收報12,609點。標普500指數則收報3,821點,下跌0.54%。
至於港股,昨日走勢繼續亦大幅波動,新舊經濟股可謂榮辱互見,早前熱炒之SAAS概念股及汽車股繼續大跌,反而金融及石油股等傳統舊經濟股則見資金追捧。港股短期形勢仍頗不樂觀,中美股市仍反覆向下,上綜指更已跌破早前3,450點之重要支持水平,同時港股通亦出現顯著淨流出,情況反映後市或會進一步向下尋底。另外,經過本輪急跌後,不少股票恐怕已大傷元氣,投資氣氛短期亦難有改善,除非北水再度大舉入市,否則在科技股弱勢下,恆指將考驗28,000點支持。
(筆者為證監會持牌人)
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恆指較關鍵的支持位退至28,259點
耀才研究部稱,隔晚(8日)美股個別發展,科技股繼續成為追沽對象,納指收市跌逾2%,但道指則在盤中創下歷史新高,收市升幅亦接近1%。港股ADR亦個別發展,匯控ADR升逾2%報48.84元,但科技股表現疲弱,騰訊ADR則下跌0.6%報638.49元,小米ADR則再跌3.3%報21.61元。「黑期」今早(9日)升逾150點見28650點水平,料恆指今早在舊經濟股帶動下有望先行高開100點以上。A股昨日先升後急挫,上証綜合指數創下今年以來最低水平,並失守3,450點心理關口,技術上走勢不容樂觀,內地銀根趨緊的憂慮一日未紓緩,A股短期後市的表現確實令人擔心。
從技術上看,恆指昨日先升後跌,再次出現「穿頭破腳」的利淡形態,亦創下月內新低,短期後市較關鍵的支持位將退至1月29日低位28,259點,只要恆指未有跌穿此關,年初至今的升浪仍維持浪高於浪之形態,中期後市看法仍十分樂觀。
(筆者為證監會持牌人)~
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