植耀輝:美股靠穩納指升0.66% 港股有望延續反彈
耀才證券研究部總監植耀輝稱,美股隔晚(15日)大致靠穩,投資者繼續關於債務上限消息,道指微升0.14%,總算中止「五連跌」,另外標普500指數及納指則分別上升0.3%及0.66%。本周零售股將陸續公布季績,當中包括Home Depot(HD.US)、Target(TGT.US)及Walmart(WMT.US),對了解美國零售最新狀況有更多啟示。
至於大市方面,受A股急升刺激,港股昨日亦顯著造好,並一度重上20,000點關口,最終收報19,971點,急升超過343點,中止「四連跌」。僅一個交易日,恆指又再度重上250天線水平,走勢上有所改善。當然後市關鍵仍要視乎A股。A股昨日表現理想,上綜指低開高走,早市一度跌至3,235點,不過午後大幅反彈,並重上3,300點水平,以全日最高位收市,報3,310點,升1.17%;深成指亦升1.57%,收報11,178點,兩市成交活躍,接近9,400億元人民幣。成交量之多寡反映內地投資氣氛,所以成交增加意味投資氣氛有所改善。
不過,由於本周中美亦將公布包括零售銷售在內之經濟數據,預期市況仍會較波動,不過只要能續企穩250天線(約19,700點)走勢有望轉穩,且看短期能否再進一步,挑戰20,500點關口。
(筆者為證監會持牌人,並未持有相關股份)
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金龍指數急升4% 港股企穩250天線續反彈
耀才研究部稱,美股三大指數隔晚(15日)表現靠穩,三大指數均錄得升幅,當中納指表現較佳,上升0.66%。至於反映中概股表現之金龍指數則顯著反彈,上升超過4%。
港股方面,受A股午後急升刺激,「中特估」概念反彈,加上科技股亦顯著追好,恆指一度重上20,000點,最終收報19,971點,上升343點或1.75%,中止四連跌,成交量亦增至1,016億元。後市能否延續升勢,仍須視乎A股表現,內地今日將公布零售銷售等經濟數據,表現對A股或會有一定啟示。至於外圍美股隔晚靠穩,中概科技股續有好表現,料港股有望延續反彈勢頭。
技術走勢方面,恆指昨日雖然急升並重上250天線(19,700點)之上,惟兩萬點關口受阻,意味上方阻力仍大,恆指現時亦續於19,500至20,300點附近水平上落,除非能再作突破,否則後市仍只會維持窄幅上落格局。
(筆者為證監會持牌人)~
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