You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 地緣政局拖累美股 港股續呈爭持格局
耀才證券研究部總監植耀輝稱,受俄烏局勢影響,加上消費信心跌至2011年10月以下最低,投資者亦繼續關注息口問題,在眾多不明朗因素拖累下,美股上周五再度急跌,道指下跌503點或1.43%,收報34,738點,標普500指數下跌85點或1.9%,收報4,418點。納指則急跌394點或2.78%,收報13,791點。 至於港股,上周五恆指反覆靠穩,微跌17點,全周計則升333點或1.36%,收報24,906點,距離25,000點關口僅一步之遙。港股能有有不俗支持,皆因傳統藍籌股繼續有不俗表現,匯控(00005.HK)累升2%,中移動(00941.HK)亦累升3.7%。至於成份股中以碧桂園服務(06098.HK)表現最佳,累升11%,其次是海底撈(06862.HK),升幅亦近11%。另外,內險股表現亦相當「標青」,國壽(02628.HK)累升7.5%,平安(02318.HK)更升8.8%。反觀藥明生物(02269.HK)受被美國列入UVL(未經核實清單)拖累,雖然努力作出澄清,但股價一周仍累跌28.7%,為最差表現藍籌。另外舜宇(02382.HK)亦跌8.2%,收報188元。集團於收市後公布1月數據,手機鏡頭按年下跌11%,至於車載鏡頭則按年微升2.5%。 由於地緣政局漸趨緊張,對投資氣氛將有一定影響,另外投資者亦會關注內地本周公布之CPI及PPI表現。預期恆指初步阻力仍會於25,000點水平。 (筆者為證監會持牌人,並未持有相關股份) *************** 恆指需先回補2月9日裂口水平即24,548點尋找支持 耀才證券研究部團隊稱,較預期強勁的通脹數據CPI增加了大幅加息的憂慮,道指上周累計跌1%,標指跌1.8%,納指跌2.2%。市場轉為觀望本周三公布的聯儲議息紀要、PPI數據以及多位聯儲票委的公開講話,美國10年期債息從高位輕微回落,最新報1.95厘。另一方面俄烏局勢緊張,俄羅斯增加部署在烏克蘭邊境的軍隊人數,地緣政治風險升溫亦加大了股市回吐的壓力。展望中港股市方面,內地周三(16日)公布CPI,市場預測中位數為1%;渣打(02888.HK)周四(17日)公布業績;恆指公司亦於周五季檢。外圍市況震盪下行,率先拖累科網股走勢,恆指兩萬五阻力較大,亦需先回試24,500點水平尋找支持。 技術走勢方面,恆指雖然高見25,050點,突破1月份的高位水平,不過亦即成為開市高位並一直回落,意味該水平阻力較大,暫時形成了雙頂形態,需先回補2月9日裂口水平即24,548點尋找支持。 (筆者為證監會持牌人)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account