植耀輝:美股個別發展 恆指續於21,500點拉鋸
耀才證券研究部總監植耀輝稱,美股在馬丁路德金假期後隔晚(17日)個別發展,高盛(GS.US)季度業績遜預期,拖累道指下跌超過1%,納指則靠穩。高盛受投資銀行及資產管理業務收入大降,以及信貸損失拖累下,業績表現令人失望,股價大跌6.4%,反觀摩根士丹利(MS.US)季績勝預期,股價急升近6%。陸續亦會有大型企業公佈季績,料會對美股尤其是納指會有較大啓示。
至於港股方面,恆指昨日未能延續近期升勢,在藥明(02269.HK)股東減持消息拖累,加上金融股偏軟,拖累恆指一度下跌超過329點,其後跌幅有所收窄,但最終仍下跌169點或0.78%,收報21,577點,四連升後終告斷纜。藥明生物大跌6%,美團-W(03690.HK)跌勢亦未止,連續第八個交易日下跌,昨日便再跌0.5%。正如早前指出,港股本身累升不少,故一旦出現負面消息,大市或有機會借勢調整,加上臨近長假期,故調整亦屬合理,短期先以10天線約21,350點爲支持,不過只要一直守穩250天線(約20,300點附近),整體大方向仍理想,後市仍有機會挑戰年內高位。
(筆者爲證監會持牌人,並未持有相關股份)
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高盛拖累道指下挫 港股還看10天線支持
耀才研究部稱,美股隔晚(17日)表現一般,高盛(GS.US)季績遜預期,股價急跌超過6%,連帶拖累道指下跌超過1%,標普500指數微跌0.2%、納指微升0.1%。而反映中概股表現之金龍指數則下跌近3.4%
港股方面,在四連升後終斷纜,大市低開68點雖然一度由跌轉升,但升至21,800點後沽壓漸大,隨着金融股及新經濟股跌幅擴大,恆指最多便跌超過329點,其後跌幅有所收窄,全日計恆指仍跌169點,收報21,577點。由於長假期臨近,加上市場亦缺乏利好消息,在市場氣氛轉趨淡靜下,相信港股將維持拉鋸格局,續於現水平約21,500點上落。
至於技術走勢方面,恆指昨日在跌至10天線附近後有所反彈,反映整體走勢仍佳,而MACD「雙牛」差距雖有所收窄,但亦未出現轉勢訊號,預期恆指只要守穩21,400點水平,上升趨勢仍可持續。
(筆者爲證監會持牌人)~
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