植耀輝:美股個別發展 港股19,400點阻力大
耀才證券研究部總監植耀輝稱,美股隔晚(7日)個別發展,道指靠穩,不過科技股見沽壓,標普及納指下跌,當中納指下跌1.3%。部分熱門科技股跌幅較顯著,微軟(MSFT.US)下跌3.1%,Nvidia(NVDA.US)亦跌3%。
港股方面,昨日走勢大致向好,全日計升152點,收報19,252點,不過全日成交金額只得867.25億元,反映投資者入市意慾不大;A股亦出現相同情況,滬深兩市個別發展,滬指靠穩,深成指則下跌0.6%,不過兩市總成交8,144億元人民幣,相信投資者續觀望未來內地公布之一系列經濟數據表現。另外,雖然大市連續兩日衝高,但19,400點附近阻力明顯,預期港股在進一步逼近250天線約19,600點時將面對重重阻力。
(筆者為證監會持牌人,持有微軟股份)
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納指下跌1.3% 恆指續拉鋸
耀才研究部稱,隔晚(7日)美股三大指數表現不一,受主要科技股下跌拖累,標普及納指下跌,當中納指跌幅達1.3%;至於反映中概股表現之金龍指數亦下跌近1%。
港股方面,承接隔晚中概股有好表現,恆指高開326點,最多更曾升超過400點,並突破19,400點。不過A股走勢又再度偏軟,港股升勢亦有所收窄,但最終恆指仍升152點或0.8%,收報19,252點,科指升幅則較顯著,上升86點或2.26%,成交量則只得867億元。投資者現時將繼續觀望內地經濟數據表現,同時亦寄望內地會推出更多刺激經濟措施,在此背景下,投資者亦不急於入市,留待局勢明朗化後再作部署。相信恆指將繼續維持拉鋸狀況,於19,000點水平上落。
從技術分析角度上看,恆指昨日上升後已重上20天線約19,240點水平,MACD亦出現「牛差」,反映走勢似有所改善,不過成交量未見配合則反映上升動力依然不足,後市宜先留意恆指能否企穩於20天線之上。
(筆者為證監會持牌人)~
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