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植耀輝: ATM造好港股揚 吉利(00175.HK)候回調始部署
耀才證券研究部總監植耀輝稱,港股昨日(6日)表現不俗,全日計上升261點,收報26,163點。雖然升幅不算太突出,不過新經濟股表現理想,則似乎對後市而言屬利好。事實上昨日騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)便分別貢獻大市80點、37點及20點。大市造好亦不得不提A股,昨日創業板及上綜指便繼續有好表現。如A股續表現理想,加上科技股回勇,相信港股或有力挑戰早前高位,亦即26,400點附近水平。 股份方面,吉利(00175.HK)昨日公布8月汽車銷量數據,受芯片短缺影響,總銷量按年下跌22%,只得88,348部,年初至今總銷量則為817,860部,僅達全年目標153萬部之53%。如要達標的話,意味餘下四個月平均每月汽車銷售須達到17.8萬部。所以筆者依然相信吉利將下調其出貨量。儘管如此,但股價亦不宜看得太淡,因始終有極氪品牌之憧憬,故不妨待其股價回至25元附近再作考慮。 (筆者為證監會持牌人,並未持有相關股份) ********* 流動溢價短期支持股市 恆指仍需守住20天線 耀才研究部稱,昨(6日)美股因勞動日假期休市。美國8月非農就業數據疲軟,降溫本月縮減購債預期,利好股市表現,加之內地股市持續維持活躍成交,利好本港股市表現。值得留意,由於市場風險偏好提升,CXO板塊和生物B股昨日表現活躍,可留意板塊短期反彈機會。 從技術走勢上看,指數再度突破20天線的水準,14天RSI接近50水準,走勢開始轉強,成功守住該支持的話意味著指數有條件依保力加通道上軸的水準向上延伸,首要目標望50天線亦即7月26日的下跌裂口頂部,26,878點。 (筆者為證監會持牌人)~
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