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植耀輝: 市況變數仍多 宜續靜觀其變
阿思達克 03-10 11:12
耀才證券研究部總監植耀輝稱,大市本輪之波動實在令投資者吃不消,皆因個股每日波幅動輒超過一成,而且不少更已由高位回落超過三至四成,故雖然昨日受「國家隊」進場消息而令中港股市回穩,但後市仍充滿變數,尤其是債息去向為不明朗,故策略上亦只宜繼續靜觀其變會較好。

另外,若論近年其中一種最具爭議之投資工具,加密貨幣(Cryptocurrency)必然是其中之一。包括筆者在內較保守之投資者,對其投資價值一直存疑;不過當一種投資產品能產生豐厚回報,自會有其吸引力。事實上不只個人,就連企業也會沾一沾手。Tesla(TSLA.US)早前已高調宣布投入15億美元於加密貨幣,另一企業軟件公司MicroStrategy MSTR(MSTR.US)更已動用超過20億美元於Bitcoin身上,而挪威石油公司Aker早前亦宣布成立子公司並斥資約5,800萬美元,投資與加密貨幣及區塊鏈相關產業。

本地亦有公司想趁此分一杯羹,美圖公司(01357.HK)早前便發通告,宣布透過一項「加密貨幣投資計劃」投資Bitcoin及Ether。筆者重申,對加密貨幣認識不深,亦不懂如何評價其價值,只是如若某公司賣點原來在於其持有/投資某某加密貨幣的話,那倒不如由自己直接買好過。

(筆者為證監會持牌人,並未持有相關股份)

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今晚美國10年期國債拍賣反應將成關鍵

耀才研究部稱,隔晚(9日)美股個別發展,美債息率從高位回落,帶動科技股顯著反彈,TESLA股價大升19%,納指升幅接近3.7%。不過,道指盤中曾升逾三百點,但尾市升幅幾乎蒸發,新舊經濟股表現仍繼續各異。港股ADR亦是如此,美團(03690.HK)、比亞迪(01211.HK)及京東(09618.HK)升幅較為顯著,而匯控(00005.HK)ADR則逆市下跌,恆指今早(10日)有望高開300點以上,從上29,000點關口。短線而言,留意今晚美國拍賣的十年期國債反應,此拍賣的反應較為關鍵。另外,A股於短期後市能否跌勢喘定亦是關鍵,內地流動性緊張亦很大可能限制港股表現。

恆指昨日先跌後回升,但至今仍未能確認恆指已扭轉跌勢。從小時圖上看,恆指至今仍處於一道下降通道之中,一日恆指未能重上保力加通道之中軸上(暫在28,900點),指數仍存在反覆尋底之威脅,而恆指需要一試保歷加通道之頂部,才有望扭轉整個下降趨勢,即指數要突破29,500點關口之上,才能確認回穩訊號。

(筆者為證監會持牌人)~

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