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植耀輝: 資金湧入美股市場 本周焦點騰訊(00700.HK)業績
阿思達克 03-22 11:07
耀才證券研究部總監植耀輝稱,美股上周五(19日)個別發展,在金融股拖累下,道指表現較弱,下跌0.7%,相反科技股表現卻較出色,上升0.7%,不過全周計三大指數均以下跌告終,道指下跌0.5%,標普500指數及納指則跌超過0.8%.雖然表現一般,但值得留意的是,過去一周美國股票共同基金ETF資金淨流入較上周急增近400億美元,當中工業及電訊股便成為追捧對象;與此同時,根據美銀之研究資料,截至3月17日一周,美國股票資金淨流入達到567.6億美元,為單周流入紀錄新高,亦較上周168.3億美元激增237%。

至於港股,上周五受歐洲疫情轉差,以及中美高層首場會談氣氛欠佳,以及A股表現不佳下大跌414點或1.4%,收市報28,990點,不過全周計仍能升251點。當然上周美股表現回穩對港股今日開市會有一定支持,只是港股仍受到多個因素困擾,A股及北水流向仍是關鍵,另外債息去向亦會繼續對科技股股價帶來波動,而本周尚有騰訊(00700.HK)業績以及百度(09888.HK)上市等因素,當中騰訊業績表現預期表現相當不俗,只是在反壟斷及內地將加強金融科技監管的情況下,集團有何板斧應對相關措施值得關注。當然百度股價表現亦是大家關心的話題。

恆指波幅方面,則預期仍會較反覆,並於28,500至29,600點上落。

(筆者為證監會持牌人,持有騰訊股份)

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市場聚焦聯儲官員講話以及經濟事件

耀才研究部稱,上周五(19日)美股個別發展,道指跌234點或0.7%,納指則升99點或0.8%,美國10年期國庫券孳息周四升至逾一年高位1.754%後,周五輕微回落。上周美聯儲完成議息,提到通脹可能短暫急升,但不預期通脹率長遠而言超過2%指標,市場聚焦本周多名聯儲官員講話,主席鮑威爾將於周二及三分別與財長耶倫一同出席國會委員會發言;美國財政部亦將拍賣中短期國債,留意競投反應;周五美國將公布聯儲重點參考指標的個人開支指數,將會為息率走向帶來啟示。

從技術上看,恆指至今仍處待變格局,一日恆指仍徘徊於月內高低位,即3月9日低位28,326點至3月3日高位29,912點之間,近日多條移動平均線開始重疊,後市仍然需要等待RSI進一步回升。

(筆者為證監會持牌人)~

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