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植耀輝:科技股下跌拖累美股 恆指勢再考驗萬七關支持
耀才證券研究部總監植耀輝稱,隔晚(25日)美股下跌,當中納指跌幅達到2.4%,以跌幅計爲今年2月21日以來最差,Alphabet(GOOGL.US)雲業務表現遜預期,其股價大跌9.5%之餘,亦引發芯片股急跌,高通(QCOM.US)及Nvidia(NVDA.US)便大跌超過4%。不過績優股微軟(MSFT.US)則逆市升超過3%。至於道指及標普500指數則分別下跌0.3%及1.4%。 A股走勢則個別發展,上綜指及深成指上升,惟創業板指數則下跌近1%。兩市早段均高開,上綜指最高曾回升至2,993點,深成指亦升至9,600點之上,惟均未能企穩,午後走勢有轉弱跡象,最終上綜指及深成指均以接近全日低位收市,前者收報2,974點,上升11點或0.4%,深成指則收報9,528點,上升0.47%,兩市成交金額則增加至8,700億元人民幣。 港股方面,昨日總算終止跌勢,但表現亦不算理想。恆指裂口高開473點,高見17,465點,但已是全日最高位,其後於高位爭持,至11點後走勢轉差,升幅亦不斷收窄,3點後走勢進一步轉差,升幅一度收窄至僅9點,最終恆指收報17,085點,上升93點或0.55%,科指則升2.2%,收報3,700點,大市成交954.7億元。成份股普遍上升,惟聯通(00762.HK)季績表現令人失望,股價急挫8.5%,另《施政報告》雖提及降印花稅,但未見驚喜,港交所(00388.HK)股價急挫4%,收報278.2元。 由於隔晚美股特別是科技股顯着下跌,預期對今日(26日)港股亦會帶來負面影響。另外昨日大市衝高後未能企穩,反映17,500點之上阻力不輕,A股走勢亦相當關鍵,預期恆指今日或會再度考驗17,000點支持。 (筆者爲證監會持牌人,持有Nvidia及微軟股份) ******* 納指急跌 恆指考驗萬七關支持 耀才研究部稱,美股隔晚(25日)下跌,Alphabet(GOOGL.US)績後大跌近一成,拖累標普500指數及納指表現,當中納指便大跌2.4%。至於道指及標普500指數則分別下跌0.3%及1.4%。反映中概股表現之金龍指數亦跌超過2%。 港股方面,恆指昨日高開473點,甫開市即見全日最高位,新經濟股支持大市反彈,惟升勢在11點後已不斷收窄,午後地產股及港交所(00388.HK)由升轉跌,加上中資電訊股及三桶油拖累,恆指升幅一度收窄至不足10點。雖然最終收市仍能升近93點並重上萬七點之上,但投資氣氛未見顯着改善,恐怕後市暫難有太大憧憬。預期將於萬七關口附近上落。 技術走勢而言,恆指昨日高開低走,雖然最終仍能維持升勢,惟走勢上卻出現大陰燭形態,意味上方沽壓仍相當明顯,加上恆指在逼近10天及20天線附近(約17,500點)即掉頭回落,反映上方阻力重重,後市整體走勢仍相當不樂觀,短期暫仍以前低位(16,879點)爲支持,仍一日未能突破17,500點關口,下行勢頭恐會持續。 (筆者爲證監會持牌人)~
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