植耀輝:美股反彈能源股造好 恆指續考驗17,573點支持
耀才證券研究部總監植耀輝稱,美股周一(25日)反彈,三大指數升幅介乎0.1%至0.45%,當中以納指表現最佳,升0.45%。10年期債息升至4.54%創十六年以來新高,不過個別科技股反彈,加上能源股造好,支持美股中止四連跌。
至於A股走勢亦未見起色,上綜指跌0.54%,深成指亦跌0.57%,成交金額不足7,200億元人民幣。
港股走勢則又再度轉差,並失守17,800點水平。恆指昨日輕微低開10點後走勢持續轉差,午後跌幅一度擴大至335點,尾市亦以接近全日低位收市,下跌328點或1.8%,收報17,729點,科指更跌超過2.7%,收報3,882點,大市成交縮減至只得742.6億元。始終市場欠缺利好消息,投資者入市意欲低迷,亦是大市缺乏上升動力之條件,加上本周五(29日)起港股通將暫停,至10月9日才恢復,恐怕後市仍維持尋底格局,且看17,500點能否守穩。
多個板塊跌勢顯著,內房股沽壓沉重,科指股跌勢亦急,騰訊(00700.HK)大跌2.9%,京東-SW(09618.HK)股價再跌4%,並創香港上市後新低;另值得留意的是,雖然十一黃金周臨近,但相關概念股未見受惠,濠賭股昨日更大跌,銀娛(00027.HK)及金沙(01928.HK)分別重挫5.4%及5.2%,就連攜程-S(09961.HK)及同程旅行(00780.HK)亦分別下跌超過4.3%及3.4%,雖然筆者預期相關股份仍有受惠黃金周假期憧憬,惟基於個別走勢仍差,加上關注經濟前景表現,故暫不建議急納矣。
(筆者為證監會持牌人,並未持有相關股份)
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美股反彈 恆指下試17,500點支持
耀才研究部稱,美股隔晚(25日)造好,三大指數均有所反彈,當中道指微升0.13%,標普500指數及納指則分別上升0.4及0.45%。反映中概股表現之金龍指數則跌1.1%。
至於港股未能延續上周五升勢,開市微跌10點後跌幅持續擴大,最多曾跌超過335點,低見17,722點。成份股中只得5隻錄得升幅,科技股、濠賭股及內房股跌勢顯著,最終恆指收報17,729點,下跌328點或1.8%,科指跌幅更達到2.7%,收報3,882點,成交依然偏弱,全日只得742.6億元。A股亦下跌,當中上綜指跌0.54%,深成指亦跌0.57%,成交金額不足7,200億元人民幣。整體投資氣氛未見改善,加上重磅股走勢仍差,恐怕短期恆指將續受壓,短期且看17,500點能否守穩。
技術分析方面,恆指昨日大陰燭下跌,並再度失守10天線(17,952點),走勢再度變得不樂觀,下方暫繼續以前低位即17,573點為支持,一旦失守則意味大市將向下突破,或須進一步考驗去年11月28日之支持位16,800點水平。
(筆者為證監會持牌人)~
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