植耀輝: 美股微升續看季績 恆指26,000點續爭持
耀才證券研究部總監植耀輝稱,美股隔晚(26日)變化不大,收市計道指微升15點,標普500指數及納指亦分別微升8點及9點。投資者繼續關注企業季績表現。至於近日熱炒之SPAC股則部分大幅急挫,DWAC(DWAC.US)收市便大跌近三成。
港股方面,恆指昨日反覆下跌,不過調整幅度不大之餘,26,000點最終亦失之復得,最終恆指下跌93點,收報26,038點,成交維持在1,100億元水平。成份股中以金沙中國(01928.HK)表現最佳,上升4.5%,李寧(02331.HK)及百威亞太(01876.HK)則分別上升4.3%及3.8%,爲表現第二及第三佳股份。不過內房股沽壓再現,潤地(01109.HK)大跌6.7%,碧桂園(02007.HK)、中海外(00688.HK)及龍湖(00960.HK)跌幅介乎2.8%至4.3%。至於阿裏健康(00241.HK)盈警,股價大跌11%,爲成份股中表現最差。
至於走勢方面,恆指暫仍能企穩26,000點水平,不過整體投資氣氛仍相當審慎,投資者仍繼續觀望業績表現,以及A股去向。預期大市於短期內將繼續維持窄幅上落,波幅介乎25,500至226,500水平。另外,今日港交所(00388.HK)及龍源電力(00916.HK)將公佈季績,前者業績預期未必會有太大驚喜,反而後者則基於近期累升不少,業績表現好壞對股價會有較大影響,持貨之投資者宜多加留意。
(筆者爲證監會持牌人,並未持有相關股份)
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大市未有催化劑前繼續關注個別業績股
耀才研究部稱,隔晚(26日)美股三大指數全線輕微向上,道指連續第三日創收市新高,標指則連續第二日創收市新高,市場氣氛樂觀。不過,美國聯邦通信委員會投票決定撤銷中國電信美洲公司在美經營牌照,中國電信(00728.HK)需在60天內停止在美運營,消息拖累金龍中國指數下跌4.2%。港股繼續關注業績期,金風科技(02208.HK)首9個月盈利30.13億元人民幣,按年增長45.6%;贛鋒鋰業(01772.HK)首九個月盈利24.73億元人民幣,按年增長6.48倍;港交所(00388.HK)及平安(02318.HK)今日(27日)亦會公佈業績。
從技術走勢上,7月26日出現首個下跌裂口起計,把該日連同8月11日以及9月8日的高點連成一線的話,恆指仍然未能成功突破向下傾斜的阻力位26,220點,指數橫行加上成交有所縮減,需等待突破以確認明確方向。
(筆者爲證監會持牌人)~
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