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植耀輝: 就業數據佳美股揚 港股續窄幅上落
阿思達克 11-08 11:11
耀才證券研究部總監植耀輝稱,美股上週五(5日)繼續維持強勢,10月非農數據表現優於預期,輝端(PFE.US)新冠口服藥中期試驗結果表現理想亦利好市場氣氛,最終道指上升0.56%,標普500指數及納指則分別上升0.37%及0.2%,再創歷史新高。全周計,道指上升1.4%,納指及標普則累升3.1%及2%。 港股方面,上週累跌506點或2%,惟全周除上週四(4日)出現反彈外,基本上維持跌勢,同時亦未能重上50天線(25,284點)水平。本週亦有衆多因素左右大市,包括六中全會消息以及重磅藍籌如騰訊(00700.HK)之季績表現。此外,內房債務問題仍將對投資氣氛帶來影響,因此筆者相信,港股後市仍傾向反覆下跌爲主,而50天線阻力一早未能突破並企穩,後市恐怕仍會是尋底格局,且看24,600點水平能否企穩。 (筆者爲證監會持牌人,並未持有相關股份) ************* 關注業績以及六中全會 耀才研究部稱,上週五(5日)美股三大指數再度衝頂創新高,美國10月非農就業人數增加53.1萬人,遠勝市場預期的45萬人,失業率亦創三月來新低;另外,輝瑞(PFE.US)指其研發的新冠口服藥,可以將高危患者的住院或死亡風險,大幅降低達八成九,亦加強了經濟復甦的憧憬,美匯指數走強高見94.58。市場關注業績以及其他政策活動,騰訊(00700.HK)週三公佈業績,中共十九屆六中全會將由8日起至11日在北京召開,關注其中能受惠的板塊。領展(00823.HK)同意收購澳洲悉尼3個地標零售物業項目50%權益,總代價5.382億澳元,相當於大約31.2億港元,股份今早(8日)復牌。 從技術走勢上,恆指於10月20日至26日形成了島形頂的利淡信號,目前20天及50天線已成阻力,向下突破風險較大,即市支持將下移至9月小雙底的頸線位置即24,600點。 (筆者爲證監會持牌人)~
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