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植耀輝: 鮑威爾突放鷹美股急挫 恆指恐續尋底
耀才證券研究部總監植耀輝稱,美股隔晚(11月30日)又再急跌,投資者繼續關注變種病毒的同事,聯儲局主席鮑威爾突然放鷹,指可能會加速縮減買債計劃(Taper),消息令市況進一步波動,就連開市早段表現不俗之科技股亦遭拋售。最終道指大跌652點或1.86%,收報34,483點,納指及標普500指數則分別下跌1.55%及1.9%,收報15,537點及4,567點。 港股方面,恆指再度跌至年內新低,低開後一度由跌轉升,但午後受美股期貨大幅急挫拖累,恆指進一步失守多個心理關口,最多下跌677點,低見23,175點,雖然其後跌幅有所收窄,但收市仍跌376點,收報23,475點,受MSCI成份股調整影響,大市成交增至2,238.5億元。科技股及金融股拖累大市表現,當中「ATM」便拖累大市下跌超過100點,匯控(00005.HK)、港交所(00388.HK)及友邦(01299.HK)亦分別下跌1.8%、3.4%及2.2%。事實上,成份股中只得6隻股份錄得升幅,另外有8隻成份股創一年以上新低。 由變種病毒引發之各種擔憂正嚴重困擾投資氣氛,預期短期市況難有起色之餘,一旦疫情再度惡化,或會導致大市進一步下跌。事實上,港股11月份累跌1,902點或7.5%,惟前景仍須視乎疫情變化,短期暫先看23,000點能否企穩。 (筆者為證監會持牌人,持有友邦(01299.HK)股份) ************ 指數首要目標需守住23,500點 耀才研究部稱,隔晚(11月30日)美股全線下跌,三大指數收市均跌近2%。市場繼續憂慮對Omicron病毒對後市的影響,加上聯儲局主席鮑威爾出席國會聽證會時突然放鷹,認為是時候放棄有關通脹只是「暫時性」的表述,適宜考慮提早數個月結束「收水」減買債的行動,消息刺激大市急挫,金融及科技板塊均現沽壓,蘋果(AAPL.US)逆市升3%。反映中概股的金龍中國指數下跌1.8%,科網股近期業績無太大驚喜,阿里(09988.HK)在港股價更持續創52周新低,加上金融股受疫情的隱憂拖累,大市尋底的機會較大,假如Omicron再度於發達國家出現爆發,恆指亦有機會下試2020年較悲觀的水平即23,000點以下。 從技術走勢上,恆指接連跌穿了24600點及23681點等多個支持位,於11月30日創新52周新低23,175點,14 RSI只有29的水平,表示弱勢亦持續,指數首要目標需守住23,500點。 (筆者為證監會持牌人)~
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