植耀輝: 美股造好納指標普破頂 恆指反彈阻力25,500點
耀才證券研究部總監植耀輝稱,美股隔晚(23日)繼續有好表現,三大指數均錄得升幅,當中以納指表現最佳,上升227點或1.55%,收報14,942點,道指及標普500指數則分別上升0.61%及0.85%,收報35,335點及4,479點,納指、標普更破頂。
港股方面,早段表現相當不俗,多隻上周急跌之股份均有強勁反彈,恆指亦一度反彈至25,458點,最多升超過600點。不過午後科技股升勢又再度收窄,其他股份升幅亦有所轉弱,恆指升幅便一度收窄至不足200點。最終恆指上升259點,收報25,109點,全日成交金額1,697億元。成份股中以藥明生物(02269.HK)升幅最大,升7.3%,其次為阿里健康(00241.HK),升超過6%,至於騰訊(00700.HK)及美團(03690.HK)早段升幅顯著,但最終兩者升幅收窄至2%及1%。
至於藍籌新貴,三者皆有理想表現,當中以信義玻璃(00868.HK)升幅最大,達到7.4%,李寧(02331.HK)及招商銀行(03968.HK)則分別上升5.3%及4.4%。至於被剔出之交行(03328.HK)股價則下跌3.7%。
恆指昨日雖見反彈,但明顯在升至25,500點水平見阻力,反映投資者入市信心不強,並傾向短線部署為主;而短期大市表現則仍視乎業績因素以及內地消息為主。預期大市暫將維持反覆上落為主,於24,600至25,500點上落。
(筆者為證監會持牌人,並未持有相關股份)
***********
恆指下一步反彈目標看25,698點
耀才研究部稱,隔晚(23日)美股三大指數全線向上,美國FDA全面批准使用新冠疫苗,帶動市場氣氛,納指連續兩日均揚逾1%;國際原油價格升5%,創9個月來最大升幅。金龍中國指數漲3.3%,創逾三周最大升幅,蔚來汽車(NIO.US)、拼多多(PDD.US)、京東(JD.US)對指數貢獻最大。京東(09618.HK)二季度收入按年升26.2%超預期,市場繼續聚焦業績股表現,藥明生物(02269.HK)公布上半年純利18.42億元人民幣(下同),按年上升1.5倍,經調整純利17.69億元,按年上升1.63倍,好過公司盈喜預計的1.35倍。今日(24日)有超過80家主板公司公布業績,包括安踏(02020.HK)、碧桂園(02007.HK)、海底撈(06862.HK)、京東健康(06618.HK)及平安好醫生(01833.HK)等。
從技術走勢上看,以恆指上周高低點26,822點至24,581點起計的話,指數昨日成功反彈黃金比率0.382的水平,進一步技術性反彈的目標將會為25,698點,不過要留意,指數長遠需要升穿26,822點水平才能打破一浪低於一浪的弱勢格局。
(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.