植耀輝: 科技股造好美股揚 港股今有望反彈
耀才證券研究部總監植耀輝稱,美股上周五(20日)反彈,當中納指上升超過1%,科技股如微軟(MSFT.US)及Salesforce(CRM.US)等表現不俗,亦支持道指上升超過200點,最終收報收報35,120點,上升225點,標普500指數上升35點或0.81%,收報4,441點,納指則收報14,714點。不過全周計,道跌累跌1.1%,標普納指則分別累跌0.6%及0.7%,主要受投資者憂慮新冠變種病毒疫情以及關注聯儲局或會縮減買債規模所影響。
展望本周,投資者關注點將集中於Jackson Hole全球央行年會,以及美國經濟數據特別是PCE數據表現。
至於港股,上周表現欠佳,全周計急挫約1,500點,25,000點亦告失守。科技股繼續成為跌市重災區,此外醫藥相關股在監管消息下亦出現急挫。無疑大市累跌不少,短期出現技術反彈機會不低,上周五ADR亦見反彈;只是監管陰霾仍在,故後市暫難有較大憧憬,且看能否先重上25,000點並企穩。
另外,恆指服務公司上周五宣布季檢結果,李寧(02331.HK)、招行(03968.HK)及信義玻璃(00868.HK)成功染藍,並剔除交通銀行(03328.HK)。相信相關股份或會有資金追捧,不過上周五炒作有機染藍之新經濟股則恐怕又會再現沽壓矣!
(筆者為證監會持牌人,持有微軟股份)
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留意央行年會及藍籌新貴表現
耀才研究部稱,上周五(20日)美股全線反彈,納指表現最好彈逾1%。金龍中國指數反彈1.7%,不過全周仍重挫逾8%,連續第八周下跌,創下十多年來最長周連跌。展望本周,市場聚焦Jackson Hole央行年會,觀望各地官員對經濟走向的看法,同時聯儲主席亦會發表講話。藥明生物(02269.HK)今日公布業績,股價上周五急挫逾一成,遭北水單日淨沽出14.7億元,成為被北水拋售最多的股份,留意績後能否反彈。恆生指數公司上周五季檢,恆指成分股納入信義玻璃(00868.HK)、李寧(02331.HK)及招商銀行(03968.HK),剔除交行(03328.HK),李寧將佔比重1.65%,信義玻璃佔0.48%,招行佔2.02%,成分股數目增至60隻,9月6日生效。
從技術走勢上看,恆指自本年度高位31,183點起計,正式步入了技術性熊市,最壞情況下恆指有機會再度回補上年11月3日的上升裂口24,486點。不過,恆指最後14RSI收於29水平,相比起上一個出現低位的交易日7月27日,當時RSI卻只得23的水平,假如大市於25,000關口站穩的話,則確認了「底背馳」的勢頭。
(筆者為證監會持牌人)~
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