植耀輝: 業績主導美股個別發展 恆指續維持反覆格局
耀才證券研究部總監植耀輝稱,美股隔晚(20日)個別發展,Netflix(NLFX.US)業績表現欠佳拖累股價大跌,連帶影響其他串流平臺股份表現之餘,納指亦受到影響,下跌166點或1.22%;不過IBM(IBM.US)及P&G(PG.US)業績表現勝預期,則對道指帶來正面支持,道指最終收報35,160點,上升249點或0.71%。另外,美股收市後Tesla(TSLA.US)公佈最新季績表現,收入及盈利均勝市場預期,盤後股價一度升逾5%。
至於港股方面,走勢依然未見太大起色,人民銀行並未如市場預期般下調LPR,A股下跌並拖累港股表現。恆指最多便曾跌138點,失守20,900點水平;雖然收市前跌幅有所收窄,但最終仍跌83點,收報20,944點。值得一提的是,大市全日成交不足1,000億元,反映投資者入市意欲仍不高,對後市仍保持審慎。
截至昨日爲止,恆指本月仍下跌超過1,050點或4.8%,以月度計暫連跌三個月,累跌逾2,857點。不過港股現時仍缺乏反彈條件,就連A股表現亦乏善足陳,始終內地疫情以至經濟狀況之擔憂仍在,短期仍會成爲中港股市之緊箍咒。預期港股將繼續維持反覆偏軟格局,正如早前所指,恆指若失守20,800至21,000點支持區間的話,或須回補早前遺留下之20,120點之上升裂口底部。
(筆者爲證監會持牌人,並未持有相關股份)
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恆指將先下試3月17日裂口頂部位置即20,786點
耀才研究部稱,隔晚(20日)美股個別發展,道指最多升超過400點,但納指則倒跌1%。Netflix(NLFX.US)業績及展望令人失望,股價重挫35%,比前日的盤後跌幅更大,同時拖累串流媒體股急跌,迪士尼(DIS.US)及Spotify(SPOT.US)分別挫5.5%及11%。科技股表現較弱,現時市場預計聯儲局5月和6月每次都將加息0.5釐的概率均升至100%,市場等待有「褐皮書」之稱的聯儲局地區經濟報告,反映中概股表現的金龍中國指數跌近5%。受外圍氣氛影響,本港科技股走勢亦較難看高一線,加上美團-W(03690.HK)遭聯合創辦人王慧文減持74.88萬股,恆指將先下試3月17日裂口頂部位置即20,786點。焦點股份方面,中海油(00883.HK)A股首日掛牌,先觀望上市後表現再量度AH股差距。
技術走勢上,恆指跌穿小雙頂頸線位置即21,100點,目前需要先觀望指數能否短時間內收復該水平,以量度跌幅起計,指數或需下試19,800點亦即回補3月17號的全部裂口。
(筆者爲證監會持牌人)~
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