植耀輝: 通脹陰霾美股回吐 港股區間上落格局未變
耀才證券研究部總監植耀輝稱,美股隔晚(17日)表現略見回吐,在通脹預期持續升溫之陰霾下,儘管聯儲局副主席Richard Clarida提到現時談及減少買債規模仍言之尚早,但未能緩解投資者憂慮。道指下跌54點或0.16%,收報34,327點。標普500指數亦下跌10點或0.25%,收報4,163點。納指下跌50點或0.38%,收報13,379點。
港股昨日在新經濟股出現反彈下有不俗表現,恆指連續第二個交易日上升,但未能突破28,300點水平,最終收報28,194點,上升166點,成交金額1,456億元。美團(03690.HK)及騰訊(00700.HK)合共為恆指貢獻接近127點,反觀內銀股表現則相對偏弱,另外本月中創歷史新高之創科(00669.HK)繼續見有調整,昨日股價再下跌2.8%,收報134.5元。恆指表現雖略見改善,但美股走勢持續反覆則屬一大不確定性,加上本周假期因素,且看周四(20日)騰訊業績能否為大市帶來支持。預期恆指將繼續於28,000至29,000點水平上落。
值得一提的是汽車股,板塊早前大跌後出現反彈,長汽(02333.HK)大升7.4%,比亞迪(01211.HK)亦升6.3%。行業本身有正面消息,中汽協公布,四月汽車零售額3,685億元人民幣,同比增長16.1%。不過芯片短缺、原材料價上升以及行業競爭加劇未來仍會左右行業發展,故現階段暫不宜高追,如再反彈則可考慮略為減磅。
(筆者為證監會持牌人,持有騰訊股份)
**************
港股仍續處技術反彈階段
耀才研究部稱,隔晚(17日)美股三大指數下跌,但跌幅不算明顯,市場繼續憂慮聯儲局貨幣政策將會收緊,加上全球疫情反覆,均利淡股市表現。不過,中概股隔晚回勇,亦帶動港股ADR普遍上升,高盛發表研究報告表示,近期中概股的疲弱給投資者提供了重新進入戰略機遇。「黑期」今早(18日)升逾200點至28300點水平,料恆指今早有望裂口高開,一眾近來弱勢的增長類型股份於短期後市有望繼續跑出,料恆指有望挑戰10天線之阻力。
恆指昨日初步挑戰10天線之阻力,目前正處於技術反彈水平,至今由4月29日高位29,405點展開的短期跌浪幅度達1,690點,目前正反彈約黃金比率0.382之幅度,若作進一步之反彈,以反彈幅度約0.5或0.618計,恆指則有望一試28,560點或甚至28,759點,亦即是道,如恆指能突破100天線之阻力,指數則可初步確認扭轉跌勢。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.