植耀輝:不明朗因素多 觀望氣氛仍主導大市
耀才證券研究部總監植耀輝稱,美股上周五(13日)個別發展,道指微升,納指跌幅則較顯著,超過1.2%,全周計則道指累升0.8%,標普500指數微升0.4%,納指則微跌0.2%。以巴衝突加上季業績展開,預期未來一段時間將會繼續左右美股去向,尤其是本周將有多間大型企業季績,當中包括Tesla(TSLA.US)、Netflix(NFLX.US)及高盛(GS.US)等。值得意的是油價及金價表現。受以巴衝突影響,油價上周急升6.5%,金價亦累升5.2%,重上1,900美元。
至於A股,上周五走勢偏弱,當中上綜指下跌0.64%,深成指跌幅則接近1%,兩市成交金額約8,000億元人民幣。全個星期計,上綜指累跌0.72%,深成指則跌0.41%。
港股方面,上周五恆指受中概股拖累下急跌超過424點,「六連升」斷纜,不過全計周計恆指仍累升327點或1.9%,另外亦未有失守20天線(約17,700點)支持。後市要留意之因素眾多,外圍須關注以巴衝突進展以及美股表現,只是A股走勢之影響則更明顯,本周內地將公布一系列重磅經濟數據。另成交量若能維持在千億元以上,則反映低位有資金承接。預期恆指將續於17,500至18,500點水平上落。
(筆者為證監會持牌人,並未持有相關股份)
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美股個別發展 恆指宜守穩20天線
耀才研究部稱,美股上周五(13日)個別發展,以巴衝突消息左右投資氣氛,金融股季績優於預期則為美股帶來支持,道指微升0.1%,至於標普500指數及納指則分別下跌0.5%及1.2%。本周將有多間美企如Tesla(TSLA.US)及高盛(GS.US)公布業績,料將左右大市去向。至於反映中概股現之金龍指數則下跌0.9%。
港股上周五受科技股拖累下急跌424點,不過全周計恆指仍能累升327點或1.9%,科指一周計亦升1.7%。大市焦點集中新經濟股身上,京東-SW(09618.HK)急跌11.5%,其餘新經濟股亦下跌,但全周表現最差股份則為中國宏穚(01378.HK),累跌8.6%;表現最佳則為舜宇(02382.HK),累升達19%,另外醫藥股表現亦佳,藥明生物(02269.HK)一周累升12.4%,翰森製藥(03692.HK)亦升11.2%。內地將於本周公布一系列重要經濟數據,另以巴衝突消息仍會對後市有較大影響。
技術走勢方面,恆指上周四未能突破50天線阻力,上周五隨即出現裂口下跌,陰陽燭形態上出現黃昏之星,意味本輪升勢或會告一段落,下方20天線17,700點附近不宜有失,一旦失守意味早前上升之勢頭將逆轉。
(筆者為證監會持牌人)~
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