植耀輝: 美股回穩 港股有望挑戰24,000點
耀才證券研究部總監植耀輝稱,昨(11日)港股在連升三個交易日後斷纜,早段跟隨美股下跌,在跌至23,600點後見支持並反彈,中午收市前倒升近117點,不過午後又再度偏軟,最終收報23,739點,微跌7點,大市成交稍為回落至不足1,300億元。
成份股中以藥明生物(02269.HK)表現最佳,上升近6%,收報87.65元,內房及物管股亦見追捧,碧桂園服務(06098.HK)上升4%,中海外(00688.HK)則升3.4%,並創下一年新高。另外匯控(00005.HK)亦延續近期升勢,昨日微升0.5%,收報51.95元,同樣創下一年新高。相比之下,內需股走勢則呈個別發展,華潤啤酒(00291.HK)及萬洲(00288.HK)分別下跌3.77%及2.9%,申洲國際(02313.HK)及安踏體育(02020.HK)亦下跌近3%。值得一提的是汽車板塊,整體走勢仍偏弱,吉利(00175.HK)下跌3.6%,比亞迪股份(01211.HK)亦跌1.8%,長汽(02333.HK)跌幅更達到4%。
至於大市方面,港股近期由低位反彈累升已不少,在逼近24,000點心理關口後受阻亦正常,惟大市要進一步上升,關鍵在於短期是否有利好消息,畢竟單靠弱勢股反彈難支持大市再作突破;另外本周起內地亦會陸續公布經濟數據,對市況亦有一定啟示。由於隔晚美股回穩兼納指有不俗表現,在科技股支持下,恆指今或有望挑戰24,000點。
(筆者為證監會持牌人,並未持有相關股份)
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恆指小雙底後較樂觀可上望24,300點水平
耀才研究部稱,隔晚(11日)美股終止下跌勢頭,三大指數收市全線向上。美聯儲主席鮑威爾獲國會通過連任的機會較高,他提出如有需要將在更長時期內更多次地加息。
惠譽調高對聯儲局今明兩年加息的預測,分別由加息一次及兩次,調升到兩次及四次,高盛昨日預計美國今年將加息四次。市場慢慢消化聯儲可能會採取較鷹派的貨幣政策,轉為觀望今日美國公布去年的12月通脹數據。港股ADR彈逾300點重返24,000點水平,中海油(00883.HK)預告2022年至2024年,全年派息不低於0.7元,並會派發上市20周年特別股息,同時董事會授權範圍內將進行股票回購,進一步修復股價,油股將領漲大市。
技術走勢來看,恆指上周一口氣升穿10天及20天線阻力,走勢似有所改善,目前指數於22700點水平形成了小雙底格局,以23,500點頸線起計,大市較樂觀可上望24,300點水平。
(筆者為證監會持牌人)~
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