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植耀輝: 道指標普再創新高 港股續維持區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(16日)走勢反覆,早段三大指數均下跌,當中納指跌幅較顯著,主要是受到美國政府將對Tesla(TSLA.US)自動駕駛系統進行正式調查所拖累。Tesla最終亦跌超過4%;不過美股其後又再出現反彈,最終道指上升110點,收報35,625點,標普500指數上升11點,收報4,479點,兩者均連續第五日再創歷史新高。至於納指則下跌29點,收報14,793點。 個股方面,蘋果公司(AAPL.US)及微軟(MSFT.US)股價一度創歷史新高,其後雖然倒跌,但兩者最終仍能回升,並創收市新高。當中蘋果公司上升1.35%,收報151.2美元,微軟則升0.6%,收報294.6美元。 至於港股,昨日在ATM及汽車股拖累下再跌210點,收報26,181點,為連續第三個交易日下跌,單是ATM便拖累恆指下跌197點。而車股亦是跌市重災區,比亞迪(01211.HK)及吉利(00175.HK)便成為恆指最大跌幅藍籌,分別下跌7.2%及6.7%。反而創科(00669.HK)績後仍見追捧,並以全日最高位收市,收報171.9元,再創歷史新高。 由於騰訊及美團(03690.HK)又再度出現北水淨沽出情況,恐怕新經濟股短期仍會受壓,並有機會限制大市反彈。預期港股將繼續維持上落市格局,並於25,800點至26,500點爭持。 (筆者為證監會持牌人,持有微軟股份) ************** 美股續破頂 中概科網股變數多 耀才研究部稱,隔晚(16日)美股反覆上落,收市個別發展。憂慮Delta變種病毒株擴散,以及阿富汗政局不穩等影響,油價挫近3%,道指早段跌逾200點,不過收市倒升過百點,道指及標普500指數都連升第五日,再創紀錄新高兼收市新高,納指則下跌。市場關注業績股表現,友邦保險(01299.HK)上半年股東應佔溢利32.45億美元,按年增長47.7%,新業務價按固定匯率升22%,好過市場預期;舜宇光學(02382.HK)上半年純利26.88億元人民幣,按年升53.7%,同樣優於預期。 不過在美中概股震盪,金龍中國指數收於去年5月底以來最低,騰訊(00700.HK)旗下的騰訊音樂(TME.US),暫緩年底前在港上市計劃,騰訊音樂股價聞訊下瀉8.9%,造車新勢力同樣見回吐,拖累本港新能源股。 從技術走勢上看,恆指順延著20天線走低,不過亦暫時守住自7月27日起的對稱三角形,政策消息及業績期拖累科網股走勢,大市仍然未有明確方向,日均成交縮減至只得約1,300億元,屬收窄待變之格局。 (筆者為證監會持牌人)~
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