植耀輝: 不利消息頻現 港股恐下試23,800點
耀才證券研究部總監植耀輝稱,美股隔晚(21日)總統日假期休市,不過地緣局勢仍相當嚴峻,恐怕會繼續左右金融市場去向。事實上,俄羅斯股匯債均錄得大跌,當中MOEX指數一度跌超過15%,俄羅斯交易系統指數(RTS)亦一度跌超過17%。事態發展對今晚復市之美市難免帶來重大衝擊。
回說港股方面,在新經濟股拖累下,恆指昨日一度失守24,000點,尾市有所反彈,但最終仍跌超過150點。監管陰霾再現利淡科技股投資氣氛,昨日有消息指內地或年內暫停版號審批,消息拖累騰訊(00700.HK)等科技股表現,事實上ATM三隻股份便已拖累恆指下跌225點。執筆之時未有進一步消息,但相關板塊短時間恐怕仍會受消息困擾,亦會利淡大市行情。
另外地緣局勢依然是後市一大變數,恐怕後市仍處易跌難升之局,並考驗23,500至23,800點水平。另一市場焦點則是藍籌股業績。而率先打頭陣便是年初至今表現理想之金融股。今日出業績之匯控(00005.HK)年初至今便累升近25%,為表現最佳藍籌之一。息口趨升對金融股有利,只是亦需關注疫情對本地經濟狀況之影響。
(筆者為證監會持牌人,並未持有相關股份)
*************
ATM拖累下恆指或需回試23,469點
耀才證券研究部團隊稱,俄烏局勢繼續升溫,隔晚(21日)美股假期休市,道指期貨亞洲時段跌約1.5%,納指期貨亦跌逾2%。高盛估計標普500在俄烏危機全面爆發的情況下,下行空間為6.2%,若降溫則有5.6%的上漲潛力。納指有9.6%的潛在下行空間,反之有8.6%的潛在上行空間,目前大市氣氛利淡。港股方面,ATM股份再現監管風險持續拖低大市表現,繼騰訊(00700.HK)和美團(03690.HK)後,中國擬在全國範圍內要求大型國有企業和金融機構,對阿里(09988.HK)旗下螞蟻集團的業務作出新一輪全面排查,阿里周四(24日)將公布業績;匯控(00005.HK)今日(22日)公布業績,市場預計全年純利預測介乎122.42億至127.12億美元,按年升2.14倍至2.26倍。
技術走勢方面,恆指14 RSI上周五開始跌穿50水平,屬於利淡,指數再度考驗100天線支持。需留意關鍵支持位為24,000點,若再跌穿將立即下試23,469點,亦即小雙頂的頸線位置。
(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.