植耀輝: 美股震盪納指靠穩 美股維持區間上落
耀才證券研究部總監植耀輝稱,聯儲局議息會議後一如預期維持息率不變,不過聯儲局主席鮑威爾在記者會中提到三月加息預期,並表示不排除會於往後每次聯儲局會議均上調息率,消息引發隔晚(26日)美股大幅波動,道指由早段上升逾500點,一度轉跌超過421點,最終收報34,168點,下跌129點或0.4%,標普500指數下跌6點,收報4,349點,至於納指則受微軟(MSFT.US)股價支持,微升2點,收報13,542點。
港股方面,昨日走勢仍較反覆,早段高開近100點後,最多曾升超過244點,其後在科技股走勢轉弱下大市又再度反覆回落,一度倒跌近120點;及後又輾轉回升,最終恆指數收報24,289點,上升46點,大市成交1,321億元。成份股走勢分化,新能源股出現反彈,信義光能(00968.HK)亦升8%,中資電訊股亦有好表現,中移動(00941.HK)及中聯通(00762.HK)分別上升2.1%及3.2%。至於下跌股份方面,申洲國際(02313.HK)大跌7.4%,爲表現最差成份股,另外CRO股沽壓重,藥明生物(02269.HK)下跌6.8%,康龍化成(03759.HK)更跌近一成。
由於聯儲局議息結果未見太大驚喜,加上中概股表現欠佳,預期今日港股低開機會大,後市則視乎股表現。預期港股將繼續於24,000至24,600點上落。
(筆者爲證監會持牌人,持有微軟股份)
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科網及金融股走勢分化 指數維持拉鋸
耀才證券研究部團隊稱,隔晚(26日)美股上演過山車行情,於聯儲局議息結果公佈前展現強勁反彈,道指曾升逾500點,納指亦升逾3%,聯儲局明確3月初結束減買債,暗示最快可能當月加息,符合預期。不過鮑威爾指,不排除每次會議都加息的可能性,又說局方需要大規模縮表,留意本年度聯儲還有7次的議息會議,市場擔心加息次數比預期多,拖累市況蒸發大部分升幅。美國10年期債息急升至1.865釐,將繼續拖累外圍以及科網股走勢,但基於與息率敏感的匯控(00005.HK)及中移動(00941.HK)走強,對指數有支持作用,大市短線維持上落市格局。
技術走勢方面,恆指至今仍徘徊於50天線至100天線之間,屬整固待變之格局,過去一週14RSI 亦維持於50以上偏強的水平,加上20天線亦升穿50天線造成中短期黃金交叉,目前宜留意恆指能否於短期後市續企穩24000點關口之上,此乃支持恆指回穩的重要據點。
(筆者爲證監會持牌人)~
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