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,踏入虎年,先祝各位讀者龍精虎猛、虎虎生威!美股在過去數天表現相當反覆,科技巨企業績主導大市表現,社交平台Facebook母企Meta(FB.US)公布上季業績表現令人失望,股價急挫26%,拖累納指大跌3.7%。不過業績期亦有其好處,就是可重新審視股份是否仍值得持有。Meta不論業績及展望均不及預期,加上未來大舉進軍元宇宙禍福難料(資本開支肯定大增),看來「FAANG」暫時可以「睇少隻」;反而近期如美股再出現調整,則不妨繼續伺機吸納績優股。執筆之時Amazon(AMZN.US)業績表現勝預期,刺激盤後股價一度又急彈18%。
至於港股,假期前受科技股造好而重上23,800點水平,不過美股過去數個交易日又大幅波動之餘,今晚非農數據亦值得關注。較早時ADP數據遠遜預期,總統首席經濟顧問、白宮國家經濟委員會主任Brian Deese亦已預先做好期望管理,指非農就業數據受新變種病毒影響將「很難看」。何況投資者尚須關注A股下周一復市表現,且看恆指短期是否能先企穩24,000點之上。
(筆者為證監會持牌人,持有Amazon股份)
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港股料高開 市場關注今晚美國非農數據
耀才證券研究部團隊稱,外圍美股三大指數昨夜(2月3日)急挫,終結四連漲走勢。當中納指跌逾3.7%,主要受社交平台Facebook母企Meta(FB.US)財報不及預期拖累,其股價挫逾26%,更創美股史上最大個股市值跌幅。港股方面,今早(4日)美股指數期貨全面反彈,「黑期」亦升逾250點,加上ADR與上一交易日收市價比較全線上升,預期今日恆指高開約三百點。由於紐約期油突破90美元大關,相信能支持本港石油及油服股延續強勁走勢。比亞迪(01211.HK)公布1月汽車銷量逾9萬輛,按年增長1.25倍,相信能緩解其近月跌勢。市場聚焦今晚美國公布的1月非農就業報告。
技術走勢方面,預期恆指高開約三百點以上,但美股昨夜急挫有機會影響本日走勢,需注意恆指能否收於24,000以上,重組突破整固之格局,否則大機會繼續下試支持位置。
(筆者為證監會持牌人)~
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