植耀輝:美股連跌第四日 港股續看19,000點支持
耀才證券研究部總監植耀輝稱,美股隔晚(19日)延續近期頹勢,連續第四個交易日下跌,投資者繼續關注經濟衰退之風險。科技股續受壓,能源股則逆市造好。最終道指下跌162點或0.5%,收報32,757點,標普500指數及納指則分別下跌0.9%及1.5%,收報3,817點及10,546點。
回說港股方面,恆指昨日開市早段曾為投資者帶來驚喜,在ATM發力下,恆指一度大升超過330點,但A股其後越跌越多,投資氣氛有所轉差,恆指亦由升跌,19,300點亦曾失守,最終恆指收報19,352點,下跌97點,大市成交1,006億元。A股方面,上綜指及深成指分別下跌1.92%及1.51%,不過兩市成交金額只得7,568億人民幣,反映投資者相當關注內地疫情狀況。事實上,對內地疫情之不確定成為港股短期之「攔路虎」,加上個別復常股累積升幅頗驚人,故出現調整仍合理,惟一日內地未有更多復常相關消息,大市暫仍難有突破,預期將續於19,500點水平上落,下方支持則為19,000點。
(筆者為證監會持牌人,並未持有相關股份)
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港股上方阻力大 短期續窄幅上落
耀才證券研究部團隊稱,美股隔晚(19日)下跌,當中科技股表現較差,納指跌幅達到1.5%,10年期債息亦反彈至3.58厘,投資者持續關注環球經濟狀況,以及靜待本周五公布之PCE物價指數。由於臨近聖誕假期,預期交投將轉趨淡靜。至於反映中概股表現之金龍指數亦下跌0.6%。
港股昨日走勢則較反覆,早段在新經濟股造好帶動下大市急升超過330點,但隨著A股走勢轉差,新經濟股升幅亦顯著收窄,恆指亦由升轉跌,最多更下跌接近200點;最終恆指收報19,352點,下跌97點。在投資者持續關注A股及內地疫情之情況下,預期市況仍會窄幅上落為主,並於19,400點附近上落。
至於技術走勢方面,現時恆指於10天線水平上落,暫未見明確方向,不過MACD正出現「牛熊」訊號,走勢有轉差跡象,若進一步確認「雙熊」,則大市有進一步回落之風險。
(筆者為證監會持牌人)~
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