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植耀輝: 科技股拖累美股下跌 港股續試底機會大
耀才證券研究部總監植耀輝稱,美股隔晚(16日)又再大幅波動,道指在金融股支持下跌幅有限,不過科技股顯着下跌,拖累標普500指數及納指顯着下跌,納指便大跌385點或2.47%,收報15,180點,標普500指數則收報4,668點,下跌41點或0.87%,至於道指則下跌29點,收報35,897點。 至於港股,近期可說「風聲鶴唳」,早前互聯網監管以及內房債務問題已大大打擊投資信心,至本週又輪到生物科技股,有傳美國將多間中國生物技術公司列入實體清單,引發相關板塊出現股災式下跌,令本已虛怯之投資情緒變得更爲悲觀。或者投資者原先還有些許期望港股12月能收復部分失地,現在反而擔心恆指會否不斷「破底」。由於困擾市場之陰霾未散,故即使昨日恆指最終仍能由跌轉升,但相信恆指短期進一步下跌之可能性仍相當高。預期港股短期料再考慮23,000點水平。至於策略方面,受惠政策支持之板塊尚可持有,惟其它受負面消息困擾之板塊則不宜隨便博反彈矣。 (筆者爲證監會持牌人,並未持有相關股份) ************ 美商務部正式制裁34間中國企業 耀才研究部稱,美國經濟數據參差,隔晚(16日)美股三大指數先升後倒跌,納指急挫逾2%,比特幣亦挫1.9%至約4.81萬美元。美國12月製造業採購經理指數(PMI)初值降至57.8,差過預期58.5;首次申領失業救濟人數增加1.8萬人,至20.6萬,高於預期的20萬;11月新屋動工急升11.8%至以年率計167.9萬間,遠多於預估的156.7萬間。 美國商務部公佈,爲應對中國開發和部署生物技術而威脅美國國家安全,對34間中國企業及機構實施制裁朗化,其中包括中國人民解放軍軍事醫學科學院,雖然沒有提及近日急挫的藥明系股份,但中美關係惡化將再度引起中概股被退市的隱憂,在港二次上市之科網股將拖累大市氣氛。 從技術走勢上,指數昨日創下52周新低即23,155點,不過14RSI 達36水平,高於11月30的26,假如指數沒有再度跌穿低點的話,將有條件藉助RSI背馳的信號反彈。 (筆者爲證監會持牌人)~
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