植耀輝: 恆指走勢還看A股 吉利(00175.HK)19元支持力強
耀才證券研究部總監植耀輝稱，恆指上周繼續於窄幅上落，全周計累升270點，收報28,969點。值得一提的是，恆指上周五(16日)一度升至29,079點，主要是受A股回升支持，惟中港股市成交金額未見顯著上升，反映投資者入市意慾仍不高，所以大市能否打破近期悶局仍有望觀察。另外，恆指自上月底起便於50天線(29,196點)及100天線(28,292點)區間徘徊，而兩條平均線之間距開始有所收窄，且看未來一周會否出現突破。不過，除非上綜指能升破筆者一直強調之3,450點水平，否則恆指表現仍難有太大憧憬。
股份方面，則可以跟大家談談吉利(00175.HK)，上周五其股價一度急升超過一成，全日計亦升7%，主要是集團宣布與母企合營之電動車品牌「極氪」將於9月開始交付，目標為第四季有望出售8,000架，明年則達到5萬架。吉利進軍新能源實非新鮮事，但投資市場對車企有新車推出的消息有正面反應亦正常，不過筆者亦繼續關注行業競爭因素，所以對今次事件之看法較有保留。只是純以股價部署而言，吉利股價250天線亦即19元附近有強大支持，尤其是去年7月升破此水平後亦未再失守過，所以可視之為後市其中一個重要指標，如守穩此水平，持貨之投資者可暫考慮繼續持有。
(筆者為證監會持牌人，未持有上述股份)
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加密貨幣震盪 留意美企業績
耀才研究部稱，上周美股三大指數上升，多間企業業績優於預期，道指及標普再創新高。另一方面，加密貨幣市場則震盪，市傳美國財政部可能會打擊通過數字資產進行的洗錢活動，土耳其亦將會禁止使用虛擬貨幣直接或間接購買商品或服務，比特幣於創歷史新高的一個交易日後下挫15%，十大加密貨幣中只有馬斯克曾推薦的狗狗幣(Dogecoin)逆市上升，留意在港概念股亦會受到拖累。
展望本周市場繼續留意藍籌業績，包括可樂(KO.US)、強生(JNJ.US)、聯合航空(UAL.US)、寶潔(PG.US)、雅培藥廠(ABT.US)及美國運通(AXP.US)等，數據指已經公佈與準備公佈上季業績的標指成份股，其利潤平均增幅為30.2%，是2010年第三季以來最佳，令市場有所憧憬。消息指因監管機構向螞蟻集團釋出信號，或要求創辦人馬雲退股，以及放棄螞蟻集團控制權，留意阿里(09988.HK)股價影響。
從技術上看，恆指於10天及20天線爭持，大市成交縮減至只得約1,300億元，短線較關鍵的阻力位則在50天線29,200點水平，一日恆指仍處於28,200點至29,200點水平左近，後市仍欠缺明確方向。
(筆者為證監會持牌人)~
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