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植耀輝:美股顯著反彈 觀望內地PMI數據
耀才證券研究部總監植耀輝稱,美股在蘋果公司(AAPL.US)業績及聯儲局議息前夕造好,道指收升逾500點或1.6%,標普500指數及納指亦分別上升1.2%及1.16%。 內地A股及港股方面,A股昨日表現相當不俗,上綜指扭轉早段跌勢,全日收報3,021點,微升3點,不過深成指升幅達到1.6%,創業板指數更升2.48%。值得留意的是,滬深兩市成交金額達到一萬億元人民幣,為兩個月以來首次,成交量增加意味投資氣氛有所改善,若成交量持續轉旺,則A股走勢或有機會進一步轉強。 港股則繼續窄幅上落,全日波幅只得180點。恆指低開173點後持續反彈,尾市倒升並以全日高位收市,收報17,406點,微升7點,成交金額924.7億元。成份股表現強弱互見,舜宇(02382.HK)、翰森製藥(03692.HK)及中芯國際(00981.HK)升幅均升超過6%,至於季績表現令人失望之新奧能源(02688.HK)及招行(03968.HK)則分別下跌5.2%及3.8%。昨日公布第三季業績之匯控(00005.HK)盈利表現遜預期,股價下跌1.5%。 由於隔晚美股顯著造好,若A股能有好表現,對港股料會繼續帶來支持。當然本周尚有多個因素須關注,今日(31日)內地便會公布PMI數據表現,另正如上文所指,美國本周尚有蘋果公司業績及聯儲局議息,預期恆指將於17,000至17,500點水平上落。 (筆者為證監會持牌人,並未持有相關股份) ********* 美股造好 恆指後市還看A股 耀才研究部稱,隔晚(30日)美股三大指數均有表現,升幅均超過1%,當中以道指表現最佳,升幅達到511點或1.6%,標普500指數納指則分別上升1.2%及1.16%。Tesla(TSLA.US)股價再跌4.8%,不過其它科技股則造好。至於反映中概股表現之金龍指數則連升第三個交易日。 港股與A股昨日則個別發展,上綜指表現出色,升近1.6%,內地成交金額更兩個月以來首度突破萬億元人民幣。反觀港股收市最終雖然能倒升,惟整體表現不算理想,最終僅升7點,收報17,406點,成交金額925億元。內地今日(31日)將公布PMI數據,表現對港股與A股料會有更多啟示。當然本周後尚有聯儲局議息會議及美國非農數據。預期市況仍會維持窄幅拉鋸格局,於17,000至17,500點水平上落。 技術走勢方面,恆指連續兩個交易日呈陽燭,並初步企穩10天線(17,354點)水平,MACD亦見改善,不過短期阻力20天線(17,485點)一日未能成功突破,後市仍未能過樂觀,須突破17,500點並企穩始有望逐步轉勢。 (筆者為證監會持牌人)~
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