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植耀輝: 標普納指再創新高 港股續維持上落市
耀才證券研究部總監植耀輝稱,聯儲局主席鮑威爾於Jackson Hole年會上釋出較「鴿」派言論,美股繼續受資金追捧,三大指數亦錄得升幅。以表現計道指上周累升0.9%,標普及納指則分別累升1.5%及2.8%。值得一提的是,標普500指數及納指再創收市新高,為過去一星期內第四次。至於本周,相信投資者最為關注應是周五之非農就業數據,畢竟數據對聯儲局而言有更大參考性。 港股方面,上周五(27日)呈好淡爭持,最終全日計微跌7點,成交金額縮減至1,289.2億元。不過全周計,在科技股出現顯著反彈下,恆指仍能上升558點,總算扭轉前周大跌1,541點或5.8%之狀況。不過8月份恆指暫仍累跌553點,且看未來兩個交易日能否收復失地。當然,本周須關注中美兩地最新經濟數據表現,以及內銀股及美團(03690.HK)等業績。另外,上周五多隻股份出現北水淨沽出情況,故亦須留意北水最新動向,相信在此等氣氛下,港股將維持窄幅上落,續於25,000至26,000點水平爭持。 (筆者為證監會持牌人,並未持有相關股份) ************** 港股期結日 關注美團(03690.HK)業績 耀才研究部稱,上周五(27日)美股三大指數全線向上,標指及納指創收市新高。美國7月核心PCE物價指數創30年新高,同時聯儲局主席鮑威爾意外放出偏鴿訊號,他於Jackson Hole全球央行年會中提通脹飆升只是暫時現象,距離升息仍然遙遠,不過跟其他官員一樣,認為年底前可能開始縮減購債。展望本周,美國將公布重磅非農就業數據,以及消費者信心指數與製造業指數,均會為聯儲局官員的取態帶來前瞻性作用。港股繼續聚焦業績期,美團(03690.HK)今日公布業績,留意新業務的財收表現;比亞迪(01211.HK)上半年純利按年少賺29%,期內毛利率受大宗商品原材料影響,跌6.9個百分點至11.1%;恆指上周偏軟,北水連續三日錄得淨流出,今日(30日)為期指結算日,波動性將加大,指數短期目標仍然為守住25,000點。 從技術走勢上看,指數未能突破20天線的水平,走勢仍然偏弱,意味著指數仍然依靠保力加通道中軸的水平向下順延,首要支持位仍然處於25,000點大關。 (筆者為證監會持牌人)~
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