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植耀輝: 觀望議息疫情美股下跌 港股續24,000點爭持
耀才證券研究部總監植耀輝稱,美股隔晚(13日)下跌,投資者觀望本週央行議息情況,另外Omicron變種病毒在多地肆虐,亦引發投資者關注。最終道指收報35,650點,下跌320點或0.89%,標普500指數及納指則分別下跌0.91%及1.4%,收報4,668點及15,413點。 港股方面,恆指走勢「虎頭蛇尾」,高開後升幅一度擴大至接近400點,惟午後升幅不斷收窄,收市前更由升轉跌,最終收市下跌41點,收報23,954點,全日成交不足1,300億元。「ATM」早段支持大市造好,惟尾市表現個別發展,美團(03690.HK)仍能維持2%升幅,騰訊(00700.HK)升幅則收窄至只得0.7%,阿裏巴巴(09988.HK)更由升轉跌。新能源股則繼續見資金追捧,信義光能(00968.HK)便成爲最大升幅藍籌,達5%,福萊特玻璃(06865.HK)亦升近5%。另外風電股龍源電力(00916.HK)及大唐新能源(01798.HK)尾市升幅收窄,但仍能維持近3%升幅。 正如昨日所指,由於本週環球央行將陸續議息,結果對金融市場會有相當啓示,預期港股將繼續維持拉鋸情況,並於24,000點上落。板塊則繼續看好新能源及儲電概念股,建議持貨者可續作中長線持有。 (筆者爲證監會持牌人,並未持有相關股份) ************** 指數將於23,800至24,400點水平上落 耀才研究部稱,美股三大指數全線下跌約1%,英國出現首宗Omicron變種病毒死亡個案,市場對Omicron變種病毒的憂慮升溫,疫苗股造好,BioNTech(BNTX.US)升8%;Moderna(MRNA.US)升5.8%;油價受疫情拖累回吐,比特幣再度跌穿5萬美元水平,過去24小時跌逾6%報46,839美元。天津報告發現內地首例Omicron 輸入病例,繼續關注疫情發展以及受影響的板塊,「黑期」今早(14日)最新挫逾兩百點,指數將再度下試10天線支持。個股方面,騰訊(00700.HK)董事局將於本月23日審議派發中期股息,自公司2004年上市以來,從未派發中期息。世茂服務(00873.HK)以代價16.54億元人民幣,向控股股東世茂控股(00813.HK)附屬上海世茂,收購其在內地從事的物業管理服務業務及相關增值服務。 從技術走勢上,指數再度上試20天線亦即保力加通道中軸的水平,不過RSI未足50的向上動力,指數將於23,800至24,400點水平上落。 (筆者爲證監會持牌人)~
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