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植耀輝:港股續守穩250天線支持
耀才證券研究部總監植耀輝稱,美股隔晚(19日)因六月節假期休市。港股則在缺乏利好消息支持下未能承接上週升勢,甫開市已失守兩萬關,科技股表現欠佳,並拖累大市一度下跌超過322點。尾市跌幅有所收窄,不過最終仍未能收復兩萬關,最終收報19,912點,下跌127點或0.64%。 內房及內需股跌幅較大,碧桂園(02007.HK)跌幅超過5%,安踏體育(02020.HK)及李寧(02331.HK)跌幅則接近4%,至於科技股則普遍下跌超過1%;反觀電力股表現較佳,潤電(00836.HK)受分拆消息支持,股價上升近2%,為表現最好藍籌。另值得一提的是,匯控(00005.HK)股價雖僅微升0.7%,但已創下超過一年新高。 大市後市去向仍離不開刺激經濟之憧憬。始終內地最新公布之一系列經濟數據表現,反映內地經濟仍面對不少挑戰,推出刺激措施亦合理,但相關措施仍有待觀察;另外中美關係及後續會否有更多會面亦值得留意。預期港股將續維持拉鋸狀態,250天線(19,500點)繼續是下方重要支持,上方反彈目標則先看20,300點水平。 (筆者為證監會持牌人,並未持有相關股份) ************** 兩大因素左右港股去向 耀才研究部稱,美股隔晚(19日)因假期休市。至於港股方面,在政策憧憬暫告落空的情況下,恆指低開57點後跌幅逐漸擴大,最多曾跌322點,低見19,718點;午後跌勢收窄,收市前有報道指美國國務卿布林肯將與國家主席習近平見面,大市跌幅收窄至不足100點。最終恆指報19,912點,下跌127點。科指則下跌1.3%,收報4,178點,全日成交1,029億元。短期市況仍要視乎兩大因素,其一是內地何時推出刺激經濟措施,另今日(20日)人行亦會公布LPR,預期將下調10個基點;此外,中美關係亦屬另一焦點,在此等因素左右下,預期恆指將續於兩萬點關口徘徊。 技術分析方面,雖然恆指昨日下跌,不過一日能守穩於250天線(19,556點)之上,形勢仍屬正面,暫續以此水平為支持;惟兩萬關上方阻力不輕,100天線(20,145點)之上明顯有較大阻力,若能進一步突破此水平,則目標可上移至四月高位約20,860點。 (筆者為證監會持牌人)~
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