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植耀輝: 美股開局不利 港股支持23,500點
阿思達克 01-28 10:22
耀才證券研究部總監植耀輝稱,風水輪流轉,去年強勢之美股在今年開局不足一個月內已累跌不少,當中納指累跌超過14.65%,由歷史高位回調幅度更已達到17.64%。至於港股雖然昨日急跌,但年初至今仍能累升1.75%,於環球股市中已算有較好表現矣!不過大部分投資者恐怕未必能真正受惠,皆因除部分權重股有較佳表現外,不少板塊及股份股價動輒累跌一成以上,情況可說相當慘烈。 短期而言,雖然昨日恆指急跌後於23,500點附近似見支持,但短期去向仍相當嚴峻,烏克蘭局勢便成為短期後市其中一個極不明朗之因素。另外筆者對聯儲局議息會議結果頗感意外,雖預期不會「太鴿」,但收水時間有機會較期快,這亦成為金融市場大幅震盪的主因。相信外圍如美股仍會十分反覆,仍持有績優股之投資者現階段唯有咬緊牙關,綁緊安全帶去應對矣。 而港股則除了以上因素外,由於長假期臨近,北水亦已暫停,因此交投亦會轉趨淡靜,不過A股表現亦要留意。筆者本身已有一段時間沒有分析A股,不過過去曾經常提到上綜指3,450點為一重要好淡分水嶺,沒料到周二A股急跌,又再度跌破該支持位,至昨日仍未能重上該水平。如短期未能企穩,上綜指或有進一步回落之風險,宜繼續留意其表現。至於港股支持位則暫看23,500點。 (筆者為證監會持牌人,並未持有相關股份) 港股期結及北水暫停 指數50天線拉鋸 耀才證券研究部團隊稱,昨晚(27日)美股再次上演過山車行情,美股表現先升後跌,大市繼續受加息預期及烏克蘭局勢影響而上下波動。道瓊斯工業平均指數早段曾升逾600點,但尾市倒跌。特斯拉(TSLA.US)盈利破頂,但警告供應鏈困擾將持續全年及表示今年不會推出新車型,令市場失望,股價挫11.6%。美國10年期債息回落至1.8厘水平爭持。本港方面,新能源汽車股車股弱勢亦未改,金龍中國指數五連跌,創下三年來最低水平,當中小鵬汽車(09868.HK)(XPEV.US)對指數拖累頗大。需留意港股今日期指結算及北水暫停,「黑期」開市前於50天線上下浮動,預計今日(28日)港股將於50天線上下200點內爭持。 技術走勢方面,恆指昨日突然急插穿50天線,破壞日前整固格局。需留意恆指能否於短期後市續企穩24,000點關口之上延續整固之勢,否則有機會再度下尋支持位置。 (筆者為證監會持牌人)~
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