耀才團隊: 恆指較關鍵的支持位在50天線
耀才研究部稱,隔晚(13日)美股三大指數全線向下,聯儲局副主席提名人以及三藩市聯儲總裁預計局方3月一旦買債計劃結束可能加息,被視為鴿派的官員發表言論後科技股隨即下跌,費城聯儲總裁更估計今年內加息多達四次,拖累納指一度下挫2.67%,標指亦跌逾1%。雖然市場預期聯儲加息步伐加快,但資金亦再度追入債市,美財政部拍賣220億美元三十年期國債反應理想,10年期美國國庫券孳息率滑落,尾段挫4.5基點,至1.702厘。
近日多間內房股被點名需要靠國企提供流動性支持,最新恆大(03333.HK)境內債「20恆大01」持有人會議通過議案,將該債券本息兌付均延期半年,另外亦要求發行人承諾「不逃廢債」,公司短期避避免了違約的風險不過未能解決資金短缺的狀況,板塊將繼續出現兩極化的情況。
技術走勢來看,恆指近日高見24,500點水平,以去年12月以及今年1月約22,700點型成小雙底的格局後,指數大致已完成量度升幅。指數目前偏離10天線1,000點之差,需率先回試50天線即24,034點支持。
(筆者為證監會持牌人)~
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