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植耀輝: 美股造好標普再創新高 恆指續窄幅上落
耀才證券研究部總監植耀輝稱,美股在聖誕節假期後表現理想,隔晚(27日)三大指數均錄得升幅,當中標普500指數上升1.38%,再創收市新高之餘,亦是今年第69個交易日創新高。除航空股表現欠佳外,大部分板塊均造好,當中科技股如蘋果(AAPL.US)等亦再創歷史新高。最終道指上升351點或0.98%,收報36,302點,納指亦升217點或1.39%,收報15,871點。 港股方面,上周五(24日)呈窄幅上落,最終微升30點,收報23,223點,成交金額517億元。至於全周計恆指一度破底,低見22,665點,再創今年新低,但其後出現反彈,雖然最終仍能收復失地,不過亦僅回升31點而已。成份股中以濠賭股表現較佳,金沙(01928.HK)及銀娛(00027.HK)分別是上周表現最佳及第三佳股份,分別累升9.5%及5%,至於騰訊(00700.HK)在宣布派發京東(09618.HK)股份作特別中期息後有多間大行唱好,股價累升超過5%;相反,京東股價急挫6.8%,為上周表現最差成份股,阿里系表現依然欠佳,阿里健康(00241.HK)大跌6.4%,阿里巴巴(09988.HK)則累跌3.4%。 由於港股本周只得三個半交易日,在長假期因素下預期成交仍會較淡靜。另一方面,由於困擾市場之變數仍在,相信大市短期仍會缺乏方向,並大致於23,000至23,500點上落。 (筆者為證監會持牌人,並未持有相關股份) ********** 港股未有催化劑 或上試10天線23,300點 耀才研究部稱,隔晚(27日)美股連續四個交易日向上,美國於假日購物季期間的零售銷售按年增長8.5%,為過去17年以來最強,市場氣氛樂觀,標普500指數再創收市新高。本周暫沒有重要經濟數據公布,周五(31日)開始中美則開始公布PMI數據,不過港股本周只有三日半市,市況未有太多催化劑下大市維持成交縮減以及橫行階段。ADR預計恆指將再度上試10天線即23,300點。 美團(03690.HK)和快手(01024.HK)達成互聯互通戰略合作,美團將在快手開放平台,加入美團小程序。舜宇光學(02382.HK)附屬公司向重慶螞蟻消費金融注資18億元人民幣,正積極探索視覺感知在AIoT領域於消費金融場景的發展,螞蟻消費於今年6月符合條件獲批開業。 至於技術走勢,以恆指月內高低升24,385至22,665點計算的話,以黃金反彈比率0.382的首要目標將為23300點,而0.5將為貼近20天線的23,500點。 (筆者為證監會持牌人)~
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