植耀輝: 銷售數據差美股跌 港股繼續呈拉鋸格局
耀才證券研究部總監植耀輝稱,美股隔晚(17日)下跌,零售股Target(TGT.US)業績表現遜預期,加上7月美國零售銷售表現亦不及預期,拖累美股下跌,當中道指五連升斷纜,下跌171點或0.5%,收報33,980點,標普500指數下跌31點或0.7%,為近三個星期以來最差表現。納指跌幅則較顯著,下跌164點或1.3%,收報12,938點。
港股方面,恆指大部分時間處拉鋸格局,雖然一度重上20,000點關口,但高位缺乏承接,同時投資者亦觀望騰訊(00700.HK)業績表現,最終恆指收報19,922點,上升91點,成交量則維持在840億元水平。騰訊在績前股價靠穩,收報303.2元,微升0.2元。其上半年業績表現未見驚喜,收入下跌1%至2,695億元人民幣,非國際財務會計準則盈利則倒退20%至536.84億元人民幣。預期今日股價將繼續於300元附近上落;另一焦點股則為美團-W(03690.HK),股價有所反彈,收報170元,上升3.3%。由於騰訊管理層否認相關減持消息,預期美團股價今日(18日)有望繼續收復失地,不過隔晚美國科技股走勢一般,預期將於165至190元水平上落。
至於大市去向,業績表現依然受投資者關注,不過由於市場仍未見有利好催化劑,意味拉鋸格局將持續。港股則預期將續於20,000點水平上落。
(筆者為證監會持牌人,並未持有相關股份)
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騰訊季績勝預期 恆指再度上試20,000點阻力
耀才研究部稱,隔晚(17日)美股三大指數回落,美國十年期債息一度突破2.9厘,道指終止五連升,盤中曾經跌超過300點;即使聯儲局7月議息會議紀錄中指出,未來可能適宜放慢加息步伐,市場預計9月份加息0.75厘的機會率仍然接近50%,拖累納指跌1%。港股方面,市場繼續聚焦業績股表現。騰訊(00700.HK)第二季經調整純利跌17%至281.39億元人民幣,好過市場預期的中位數,另外亦提到關於減持美團-W(03690.HK)全部或大部分股權的消息為不準確,兩者均有條件反彈,恆指重新上試20,000點關口水平,今日較值得關注的業績股包括吉利(00175.HK)、銀娛(00027.HK)及網易-S(09999.HK)。
至於技術走勢方面,恆指上周五(12日)開始出現MACD牛訊號,短期的跌勢暫告一段落,開始進入橫行整固的階段,區間阻力位於19,500至20,300點,若之後能突破下跌通道頂,約20,300點附近,走勢有望轉佳。
(筆者為證監會持牌人)~
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