植耀輝:港股五連升 匯金增持內銀有望改善投資氣氛
耀才證券研究部總監植耀輝稱,港股昨日(11日)有不俗表現,高開292點後維持升勢,最多便曾升穿萬八點水平,其後雖受A股回落影響而令升幅略為收窄,但全日計恆指仍能上升228點或1.3%,連續第五個交易日上升;至於科指亦升2%,收報3,952點。成交量亦顯著增加至近890億元水平。
至於A股走勢亦有所改善,上綜指靠穩,深成指則上升0.35%,成交金額則略為增加至8,400億元人民幣。
多個板塊出現可觀升幅,當中又以手機設備股表現較驚人,舜宇(02382.HK)急升12%,丘鈦科技(01478.HK)更升24%,至於高偉電子(01415.HK)及瑞聲科技(02018.HK)亦分別上升7%及4.7%;醫療相關股亦造好,信達生物(01801.HK)便急升超過8.3%。事實上,不少早前走勢頗差之股份均見反彈,例如李寧(02331.HK)及信義光能(00968.HK)等,反映有資金開始部署相關落後股,惟後市能否持續上揚仍須留意兩方面,其一為升勢須成交量配合,其次為A股要有所表現。執筆之時,內銀股傳出好消息,建農中工四大行宣布控股股東匯金於場內增持股份,今早新加坡黑期亦已升至18,100點之上,若能企穩並突破萬八關,則後市有望進一步挑戰18,300至18,500點水平。
(筆者為證監會持牌人,並未持有相關股份)
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美股觀望CPI數據 恆指有望企穩18,000點
耀才研究部稱,美股隔晚(11日)反覆靠穩,道指微升0.2%,不過標普500指數及納指分別上升0.43%及0.71%,投資者繼續關注今晚(12日)公布之CPI數據表現。至於反映中概股表現之金龍指數則微升0.4%。
港股則連續第五個交易日上升。恆指高開292點後升幅一度擴大至357點,盤中並兩度突破18,000點關口,雖然收市前未能企穩,惟全日計恆指仍收報228點,上升17,893點或1.3%,科指亦升2%,收報3,952點,成交則較昨日有所增加,達到888億元。部分弱勢股出現顯著反彈,當中舜宇(02382.HK)便急升12%,另醫藥股及內房股亦有資金追捧。由於投資氣氛有所改善,加上匯金增持四大內銀消息,對A股亦有正面支持,恆指料有望重上萬八點水平,惟仍須留意外圍市況及地緣政局因素變化。
至於技術走勢方面,恆指裂口高開並突破20天線(17,705點)阻力,形勢當有利進一步上試50天線亦即18,278點,正如昨日所指,恆指只要能守穩17,610點水平,後市仍可審慎樂觀。
(筆者為證監會持牌人)~
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