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植耀輝:美股個別發展 港股恐試18,500點支持
耀才證券研究部總監植耀輝稱,美股上周五(11日)個別發展,美國7月PPI增幅稍高於預期,債息抽升,科技股走勢轉差,納指便下跌近0.7%,標普500指數則微跌0.1%。不過納指則靠穩,上升105點或0.3%。本周美國將公布7月聯儲局議息會議紀綠,另Walmart(WMT.US)等零售商亦將公布上季季績。 港股方面,上周持續受多個負面消息困擾,恆指最低曾跌至19,030點,雖然周中出現反彈,但上周五(11日)在內房債陰霾下再度轉差,恆指最終收報19,075點,一周計累跌464點或2.4%,科指更累跌近5%。內房股繼續成焦點。碧桂園(02007.HK)發盈警後股價跌破1元,收報0.98元,全周計更大跌超過31%,成為成份股表現最差藍籌;至於停牌16個月之花樣年(01777.HK)上周五亦復牌,股價大跌55%,更已淪為仙股。 不過市況仍相當不明朗,上周五人行公布之新增貸款數據遠低於市場預期,加深投資者對內地經濟前景之關注,本周亦會陸續公布零售銷售等數據表現。執筆之時新加坡黑期已跌至18,800點以下水平,恐怕港股將考驗前低位亦即18,562點水平。 (筆者為證監會持牌人,並未持有相關股份) ********* 美股觀望零售股業績 港股技術走勢轉弱 耀才研究部稱,美股上周五(11日)個別發展,道指升0.3%,標普500指數及納指則分別下跌0.1%及0.7%。展望本周,美國將公布7月聯儲局會議紀錄,另零售股亦會接力公布季績。至於反映中概股之金龍指數則大跌近3.7%。 港股方面,在踏入業績期後走勢未見太大起色,雖然個別如中移動(00941)及阿里業績符預期,股價亦可靠穩,惟投資者繼續注經濟表現及中美關係下,入市態度仍相當審慎。恆指上周累跌464點或2.4%,收報19,075點,科指則累跌近5%,收報4,273點。展望本周,內地將公布零售銷售等經濟數據,另企業業績期亦持續,騰訊(00700.HK)便會於周三(16日)公布中期業績。另一焦點則是內房債務問題。加上中美關係等因素,相信市況仍會相當反覆,預期將於19,000點附近繼續爭持。 至於技術走勢方面,恆指在兩連升後轉跌,並以大陰燭跌穿50天線支持,走勢再度轉弱,MACD熊差亦持續擴闊,後市若失守萬九點關口,則很大機會會進一步下試18,500點水平。 (筆者為證監會持牌人)~
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