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植耀輝: 美股反覆造好納指升1% 科技股續成升市動力
耀才證券研究部總監植耀輝稱,美股隔晚(7日)反覆造好,主要是受資源股帶動,另外10年期債市回落至3厘以下,科技股亦見反彈。最終道指上升264點或0.8%,收報33,180點,標普500指數上升近1%,收報4,160點。納指升幅亦近1%,收報12,175點。 港股方面,昨日一度突破21,700點,阿里-SW(09988.HK)及京東-SW(09618.HK)表現不俗,但在其餘科技股升勢無以為繼下,恆指從高位回落,其後又一度跌破21,400點水平。最終恆指收報21,531點,下跌122點,全日成交1,400億元。ATM股份個別發展,阿里上升近2%,美團-W(03690.HK)亦升0.5%,至於騰訊(00700.HK)(TCEHY.US)一度衝高至374.8元,但最終無升跌,收報367.6元。 雖然港股有所回落,不過整體表現未致太差,尤其是科技股投資氣氛似有所改善,若滴滴事件明朗化,相信對新經濟股仍會有一定支持。另外內地持續有刺激經濟措施出台,對A股及港股仍有利。目標繼續上望22,500點水平。 (筆者為證監會持牌人,並未持有相關股份) ******* 醫藥、教育以及科網股支持大市上試22,000關口 耀才研究部稱,隔晚(7日)美股先跌後回升,世銀今年第二度調低今年全球經濟增長預測,許多國家可能面臨經濟衰退,零售類股份受到拖累,道指最多跌逾200點,不過美國十年期債息跌穿3厘關口,指數倒升至全日高位收市。中概股繼續上漲,中國金龍指數升3.3%,國家新聞出版署昨日收市後發放今年第二批遊戲版號,數量達60款遊戲,較4月份的45款為多,不過遊戲廠商騰訊(00700.HK)(TCEHY.US)及網易-S(09999.HK)仍然未有遊戲獲批。現時國內政策風險減低,資金押注官方需要放寬監管力度以支持企業發展,投資者追入去年受重點監管而導致估值低殘的股份,包括醫藥、教育以及科網平台類股份。 技術上,恆指打破了自2月起浪低於浪的走勢,同時亦成功突破2月小雙頂的頸線位置21,100點,此水平將變成短期的支持位,以量度升幅起計恆指有條件重返22,400點水平。 (筆者為證監會持牌人)~
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