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植耀輝: 道指急挫納指回穩 港股續試23,000點支持
耀才證券研究部總監植耀輝稱,美股上週五(17日)繼續大幅波動,十年期債息跌破1.4釐,加上聯儲局官員鷹派言論,以及對疫情之擔憂,道指大跌532點或1.48%,收報35,365點,標普500指數亦跌48點或1%,收報4,620點。至於納指則微跌10點,收報15,169點。全周計,道指及標普累跌1.7%及1.9%,納指則累跌近3%。 港股上週走勢又再度轉差,累跌803點或3.3%,並一度再創年內新低。科技股繼續成爲跌市災區,騰訊(00700.HK)及阿裏-SW(09988.HK)便分別下跌5.5%及3.5%,京東-SW(09618.HK)跌幅更達到10.25%。值得留意的是,騰訊股價以全周最低位438元收市,由於已正式跌破早前約介乎450至500元水平橫行區間,恐怕股價或會進一步考驗400元關口。另外美團-W(03690.HK)及阿裏亦已跌破近期支持,意味大市或會進一步受科技股拖累。 至於後市走勢,港股繼續受多項不利消息困擾,包括中概股持續弱勢、內房債務問題繼續發酵、以及美國續將部分中企納入制裁名單等,恐怕續向下尋底的機會相當高。事實上,若非匯控(00005.HK)上週五造好,恐怕周市收市恆指已再創今年新低矣! (筆者爲證監會持牌人,並未持有相關股份)~
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