植耀輝:美股造好觀望季績 港股及A股還看政策因素
耀才證券研究部總監植耀輝稱,美股隔晚(17日)造好,踏入季績期,投資者續關注科技股業績表現。三大指數中以納指表現最佳,升0.9%,為十五個月以來最高,標普500指數亦升0.4%,道指亦升0.2%。
至於港股方面,昨日(17日)因颱風關係休市一日,今日(18日)將復市。至於上周走勢相當不俗,恆指及科指分別累升5.7%及8.4%,恆指連升五個交易日並重上19,400點水平,科指則上周五(14日)雖然下跌,但仍能企穩4,200點關口。科技股為本輪升市功臣,阿里-SW(09988.HK)、美團-W(03690.HK)、京東-SW(09618.HK)及網易-S(09999.HK)一周升幅均超過一成,騰訊(00700.HK)亦累升近8%。
亦值得提提A股表現,上周五滬深兩市呈窄幅上落,全周計上綜指上升1.3%,深成指則升1.8%,成交金額周大概維持在9,000億元人民幣水平。昨日內地亦公布一系列經濟數據,當中較值得關注為第二季GDP表現以及上月零售銷售,兩者表現均遜於市場預期。滬深股市或受此影響,昨日分別下跌0.9%及0.6%,成交則回落至8,000億元人民幣。投資者現時將更為關注未來會否有更多刺激政策出台,相信在此投資氣氛及環境下,恆指將維持區間上落,預期將於19,400點附近拉鋸。
(筆者為證監會持牌人,持有騰訊股份)
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標普納指齊創年內新高 恆指料區間爭持
耀才研究部稱,美股隔晚(17日)繼續有好表現,三大指數均錄得升幅,當中納指上升近1%,標普500指數亦升0.4%,兩者均創近十五個月以來新高;至於反映中概股之金龍指數則微跌0.17%。
港股上周表現則相當不俗,連升五個交易日,指恆累升1,048點或5.7%,收報19,413點,科技升幅更達到8.4%,收報4,228點,不過上周五(114日)成交量則有所回落,只得912億元。內地昨日公布包括第二季GDP在內之一系列經濟數據,惟表現未見驚喜,但相信對市況影響不大,畢竟投資者仍然等待內地會否有刺激經濟措施出台。預期市況短期仍會維持窄幅上落,於19,500點水平徘徊,待有進一步利好消息始有望上試20,000點關口。
技術分析方面,恆指上周五雖重上250天線(19,372點)之上,但高位呈陰燭,反映高位壓力不輕,短期須視乎能企穩於現水平,下方則續以19,100點為短期支持。
(筆者為證監會持牌人)~
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