植耀輝:美股個別發展道指靠穩 港股續受制21,000點阻力
耀才證券研究部總監植耀輝稱,美股走勢大致偏軟。投資者繼續關注聯儲局官員言論及未來息口去向,另外10年期債息一度突破4釐,爲去年11月以次首次。最終道指微升5點,標普500指數及納指則分別下跌0.47%及0.67%。
港股方面,在新經濟股領軍下,恆指昨日大升833點,一舉收復10天及250天線。多隻股份出現強勁反彈,成份股中龍湖(00960.HK)及碧桂園服務(06098.HK)便成爲表現最佳藍籌,但對大市貢獻最大仍是「ATM」及兩隻國際金融股匯控(00005.HK)及友邦(01299.HK),以上5只股份已爲恆指貢獻達到347點。大市急升之原因爲內地2月PMI數據遠好於預期,加上人民幣匯價急升及A股造好,若短期A股仍能有好表現,或多或少會對港股帶來支持。
不過正如筆者早前所指,250月線即21,000點阻力非輕,另外似乎市場亦傳來利淡消息,內房股再有「抽水」消息,萬科(02202.HK)折讓最多7%,配售3億股H股,集資最多近40億港元,預期今日內房板塊或會再度受壓。而大市一日未能重上21,000點,意味後市仍只維持「有反彈,無升幅」之狀態矣。(筆者爲證監會持牌人,並未持有相關股份)~
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