植耀輝: 美股續跌 港股拉鋸局面難破
耀才證券研究部總監植耀輝稱,美股隔晚(29日)續跌,金融市場繼續消化聯儲局鮑威爾之鷹派言論,美匯指數一度升至20年新高後轉跌,不過大市氣氛依然欠佳,最終道指下跌184點或0.57%,收報32,098點,標普500指數下跌27點或0.67%,收報4,030點,納指下跌124點或1%,收報12,017點。
港股方面,雖然美股上周五(26日)大跌,但美團-W(03690)表現不俗限制大市跌勢,不過全日大市波幅只得184點,成交則接近918億元。成份股中以美團表現最佳,上升2.6%,其次為吉利(00175.HK)及中海油(00883.HK),不過升幅不足2%。事實上,昨日(29日)成份股亦只得11隻股份錄得升幅而已。
至於大市去向,由於隔晚美股依然反覆,加上本周中美兩大經濟體將公布重要經濟數據,當中內地將公布PMI數據,美國則在本周五(9月2日)公布8月非農新增職位,預期美股短期仍會相當波動。港股則由於缺乏利好催化劑,預期亦只會於20,000點水平上落。
(筆者為證監會持牌人,持有中海油股份)
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恆指繼續持 關注內銀業績
耀才研究部稱,隔晚(29日)美股繼續回吐,市場押注聯儲局9月份進取加息,美國國債息率高企,對股市造成壓力,納指跌1%。不過油價表現強勢升4%,引領油股逆市上揚。中概股亦因為中美初部達成了審計協議而站穩陣腳,黑期預計恆指繼續於20,000點關口爭持。比亞迪(01211.HK)上半年純利升2.06倍至35.95億元人民幣,接近盈喜指引的上限,有條件從250天線反彈。今日市場聚焦重磅金融股季績,包括建行(00939.HK)、工行(01398.HK)及中行(03988.HK),留意內房債務事件對銀行減值損失的影響。
恆指技術走勢方面,指數重新出現MACD牛訊號,連續三收於20天線之上,加上成交配合下指數有條件拾級而上。以6月份22,449點開始的跌浪起計,恆指反彈0.382黃金比率的目標為20,426點。
(筆者為證監會持牌人)~
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