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植耀輝: 非農數據成焦點 港股反彈後市仍未明朗
耀才證券研究部總監植耀輝稱,美股隔晚(6日)繼續出現調整,10年期債息突破1.7釐,加上投資者觀望就業數據,三大指數偏軟,道指下跌170點或0.47%,收報36,236點,標普500指數及納指則微跌0.1%及0.13%,收報4,696點及15,080點。 至於港股,恆指在經歷「八連陰」後昨日終出現反彈,但整體走勢未見太理想之餘,跌幅超過一成之股份比比皆是,在形勢未真正改善之前,只宜繼續打守勢牌。事實上,港股在踏入新一年後表現麻麻,當中科技及生物醫藥股成爲跌市重災區,騰訊(00700.HK)減持冬海集團(SEA)(SE.US)的消息再次令投資者擔心未來將有更多類似之減持行動,新經濟股本身已受監管陰霾影響,現再疊加此等因素,投資信心要恢復亦非短時間的事,所以暫仍不建議各位現階段「出手」。 美股近期市況相當波動,主要是投資者擔心聯儲局過「鷹」,納指在過去三個交易日便累跌3.6%,爲2008年金融海嘯以來表現最差。儘管如此,筆者仍對美股看法正面,當然息口去向仍會困擾投資市場,今晚非農數據對美股後市亦會有較大啓示。不過企業盈利樂觀加上回購股份因素,相信仍有力撐起美股,建議持貨者可續持有。當中金融股近期表現相當硬淨,若見回調可伺機加註。 (筆者爲證監會持牌人,並未持有相關股份) ************** 恆指靠科網股帶動再度挑戰23,300點 耀才研究部稱,隔晚(6日)美股再度下跌,12月ISM服務業指數由11月的69.1紀錄高位急降至62,遜預期的67;首次申領失業救濟人數達至20.7萬人,亦差過預期的19.5萬人,令市場產生隱憂。加上有鷹派聯儲官員提及儲局最快3月結束買債,可能最快3月即時加息,美國10年期債息突破1.7釐水平,高見1.7511釐,令股市承壓,納指一度跌逾1%。不過中概股造好,人人網(RENN.US)上漲超過11%,貝殼(BEKE.US)攀升逾10%,富途(FUTU.US)進賬超過9%,百度(BIDU.US)與阿裏(BABA.US)都上揚逾4%,科網股帶動令恆指短線再度挑戰23,300點亦即已下移的20天線阻力。 技術走勢來看,恆指持續受壓於20天線,而且14天RSI未曾升穿過50的水平,反彈力度有限,反而成交量於跌穿23,000點時增大,恆指未能打破一浪低於一浪的格局,下試新低機會仍較高。 (筆者爲證監會持牌人)~
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