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植耀輝: 美股反彈納指升1.5% 港股觀望氣氛濃續拉鋸
耀才證券研究部總監植耀輝稱,美股隔晚(25日)造好,美聯儲會議記錄指未來會議料將維持加息0.5厘,科技股續見反彈,在大型科技股反彈下,納指總算能回升1.5%,至於道指及標普500指數則分別上升0.6%及0.95%。個股方面,Nvidia(NVDA.US)在收市後公布首季業績,收入及每股盈利均勝市場預期,惟由於展望較預期保守,盤後股價一度跌近一成,執筆時跌幅則有所收窄。 至於港股,繼續維持爭持格局,A股午後造好亦對港股帶來支持,恆指最高便回升至20,370點水平。不過最終仍未能企穩20,300點之上,恆指收報20,171點,上升59點。成交量維持約1,034億元。金融股表現理想,匯控(00005.HK)便升超過3%,另外除淨之中移動(00941.HK)股價亦升超過1%。至於科技股則個別發展,美團(03690.HK)接近平收,不過騰訊(00700.HK)及阿里-SW(09988.HK)則分別下跌1.2%及1.5%。 由於大市依然缺乏利好消息,預期整體大市仍將維持拉鋸,於20,000至21,000點上落。投資者亦繼續觀望內地會否有更多刺激及扶持經濟措施出台。 (筆者為證監會持牌人,並未持有相關股份) *********** 觀望阿里(09988.HK)業績 恆指10天線爭持 耀才研究部稱,隔晚(25日)美股反彈,美聯儲會議紀要指出大多數官員支持在接下來的多次會議上加息50基點,同時上調今年上半年和明年的PCE通脹預期,不過有消息認為美聯儲可能加息三次後便會停止收水,令市況反彈,納指升逾1%。黑期及ADR均預示恆指將繼續於10天線爭持,市場聚焦阿里-SW(09988.HK)今日(26日)收市後披露業績,以揭示科技股後市的走勢,市場預期阿里全年度溢利倒退介乎39.62%至52.86%。阿里健康(00241.HK)截至今年3月底止年度虧損2.66億元人民幣(下同),去年同期盈利3.49億元;由於截至上年9月的半年業績披露公司虧損2.3億元,意味下半年度虧損大幅收窄。 技術上,恆指再度跌穿10天及20天線,短期支持需下移至近月達1,300點波幅的區間下限19,800點,以2月份高位25,000點起計,恆指仍然受壓於一條下降軌中,恆指需要升穿50天線才能打破浪低於浪的格局。 (筆者為證監會持牌人)~
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