植耀輝: 美股續波動標普三連跌 港股有望技術反彈
耀才證券研究部總監植耀輝稱,美股隔晚(20日)繼續波動,受omicron疫情升溫,加上美國總統拜登「重建美好法案」存在變數,令美股受壓。道指下跌433點或1.23%,收報34,932點,標普500指數下跌52點或1.14%,收報4,568點,納指下跌188點或1.24%,收報14,980點。
港股方面,恆指昨日再創今年新低,大跌447點,收報22,744點,成交金額1,247.8億元。至少七隻成份股創一年或超過一年新低,當中信義玻璃(00868.HK)大跌9.1%,同系信義光能(00968.HK)亦跌5.4%,比亞迪(01211.HK)及碧桂園服務(06098.HK)則分別下跌5.3%及5.8%。
事實上,昨日成份股僅8隻股份錄得升幅,升幅最大亦不足1%,而且下跌股份數目接近1,500隻,反映跌勢其實相當全面。而且昨日跌市重災區屬於近期當炒板塊,包括車股、新能源股及電池股等,對投資者信心亦會有相當打擊。當然,由於港股短期累跌不少,而且拋離十天線有一段距離,不排除會出現技術反彈,但基於市場變數仍多之餘,投資者對內房債務問題之擔憂又似有升溫之勢,恐怕後市進一步尋底機會相當高,投資者亦不宜在現水平過於冒進。
(筆者為證監會持牌人,並未持有相關股份)
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恆指繼續探底機會較大
耀才研究部稱,隔晚(20日)美股繼續下挫,道指盤中跌近700點,三大指數收市跌幅均達1%以上。拜登政府推出的1.75萬億美元社保法案可能無法通過,加上Omicron疫情仍然未受控,目前全球已約90個國家受到Omicron入侵,全美50個州中,43個州發現Omicron,拖累股市急挫,銀行股普遍受壓,紐約2月期油一度大跌6.5%。
港股方面,信義玻璃(00868.HK)發盈喜預料全年純利按年增加70%至85%,去年同期純利64億元,主要由於中國建築行業對浮法玻璃需求強大。花樣年(01777.HK)附屬債券獲延期兩年至2023年,今日(21日)到期應付的債券利息亦更改為只付20%,餘下80%將於明年12月17日支付,留意內房氣氛會否有所改變,否則大市繼續探底的機會仍然較高。
至於技術走勢,恆指走勢仍呈一浪低於一浪形態,短期若未能重上10線(23,725點)之上,意味走勢仍有進一步下試低位之可能。後市走勢仍未許樂觀。
(筆者為證監會持牌人)~
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