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植耀輝: 靜待議息結果美股靠穩 恆指20,600點支持力強
耀才證券研究部總監植耀輝稱,美股隔晚(5月3日)反覆上落,投資者繼續觀望議息結果,以及本周五(6日)之最新就業數據表現。道指收升67點,收報33,128點,標普500指數及納指則分別上升20點或27點,收報4,175點及12,563點。 港股方面,恆指昨日裂口低開230點後持續下跌,受阿里-SW(09988.HK)一度大跌逾9%拖累,恆指最低曾低見20,648點,不過隨著科技股走勢回穩,加上個別板塊金融股及內房股造好,令跌幅陸續收窄,恆指最後更倒升收市,收報21,101點,微升12點,全日成交1,067億元。 科技股繼續是市場焦點。開市早段傳出杭州市國家安全局對「馬某」採取刑事強制措施,一度令阿里價大跌近一成,其後內地媒體將「馬某」改為「馬某某」,投資者戒心亦有所放下,最終阿里跌幅大為收窄至1.8%,收報100.3元,騰訊(00700.HK)及美團-W(03690.HK))更能由跌轉升。雖然事件已告一段落,惟情況亦反映投資者對阿里等一眾科技股信心相當脆弱,加上短期尚有美國議息因素,股價亦暫難有太大憧憬。 雖然大市昨日最終能倒升,不過投資者仍觀望議息結果,因此預期今日大市變化亦不大,繼續於21,000點水平上落。 (筆者為證監會持牌人,並未持有相關股份) **************** 恆指第三天上試20天線阻力 惟缺動力 耀才研究部稱,美股隔晚(3日)走勢反覆,市場靜候聯儲議息結果,美國10年期債息高見3.013厘,銀行股領漲。美國3月份職位空缺意外創出新高,就業市場緊張可能推高平均薪資以及通脹壓力,留意聯儲的會後聲明對此的解讀。港股方面,匯控(00005.HK)擬8月底前回購最多10億美元股份,對股價亦會有利好支持,新協議由美林進行。比亞迪(01211.HK)4月新能源汽車產量按年升2.96倍至逾10.7萬輛,再創數據新高,股價有條件上4月高位之上。港股黑期預示恆指將第三日於20天線阻力爭持,目前仍然缺乏上升催化劑,投資者需等待明確信號。 技術上,恆指上周突破10天線短期阻力,MACD出現牛信號,短期走勢轉好。不過於20天線即保力加通道位置遇壓,如若能夠突破該水平,指數有望重返3月尾至4月初的橫行區間,否則只能於21,100點至19,800點的新區間上落。 (筆者為證監會持牌人)~
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