植耀輝:港股缺北水難有大突破
耀才證券研究部總監植耀輝稱,港股在9月最後一個交易日(29日)表現突出,恆指最多曾升562點,高見17,935點,收市亦能企穩17,800點水平,收壣17,809點,上升436點或2.5%。科指亦大幅反彈3.8%,收報3,920點。在港股通暫停之情況下,成交金額只得676億元。單計9月份,恆指及科指分別累跌3.1%及6.2%,當中恆指更一度再創年內新低。至於上周最佳表現成份股為翰森製藥(03692.HK)及藥明生物(02269.HK),兩者均升超過7%,反而部分十一黃金周概念股表現強差人意,銀娛(00027.HK)便成為表現最差藍籌,一周大跌8.1%,被大行唱淡之百威(01876.HK)亦跌7.4%。
由於A股下周一(9日)始復市,港股通亦暫停,因此短期走勢某程度上會將跟隨外圍情況,美國本周將公布非農新增職位數據,預期市況將較審慎,並續於18,000點附近爭持。
(筆者為證監會持牌人,並未持有相關股份)
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關注美國就業數據 港股續缺乏方向
耀才研究部稱,美股隔晚(2日)個別發展,道指偏軟惟跌幅不大,至於標普500指數則靠穩,納指則上升0.7%。投資者關注本周五(6日)公布之就業數據表現。至於反映中概股表現之金龍指數則跌0.63%。
港股上周五則顯著造好,恆指急升436點或2.5%,收報17,809點,科指更升142點或3.8%,收報3,920點。在缺乏北水下,大市成交只得676.5億元。全月計,恆指及科指分別累跌3.1%及6.2%,第三季計則恆指累跌5.85%,科指則微升0.2%。由於本周北水仍暫停,預期大市仍會受外圍市況左右,另外亦宜關注內地黃金周假期相關消息。預期市況仍會較反覆,後市暫以本輪低位17,352點為支持。
至於技術走勢方面,恆指上周五顯著反彈,初步企穩於10天線(17,751點)之上,走勢上略有改善,不過20天線(18,010點)阻力預期會較大,須進一步突破始有機會轉勢。
(筆者為證監會持牌人)~
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