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植耀輝:美股變化不大 港股料萬八關整固
耀才證券研究部總監植耀輝稱,美股隔晚(6日)收市變化不大,道指微升0.1%,另外標普500指數及納指則分別上升0.2%及0.3%。至於港股短期表現,踏入11月後走勢有所改善,恆指昨日亦一度突破萬八點關口。雖然最終未能企穩,但全日計恆指仍升302點或1.7%,收報17,966點,成交金額回升至1,151.9億元,本月迄今仍累升854點或5%。 值得留意的是A股走勢亦有所好轉,上綜指近0.9%至3,058點,深成指升幅更達到2.2%,成交量亦再度突破萬億元人民幣,成交增加意味散戶投資者入市意欲回升,故宜留意成交量回升能否持續。另外,畢竟今年港股累跌不少,有所反彈亦相當合理。若中美經濟數據及重磅股業績「對板」,則有望為投資市場帶來更多利好支持。 預期港股將於現水平先行整固,如A股再有好表現,則有望刺激恆指進一步反彈至18,300點附近。筆者亦繼續維持早前看法,亦即第四季恆指區間17,000至19,000點水平。 另外,由於筆者離港休假,故暫停供稿兩週,11月27日繼續。 (筆者為證監會持牌人) ********* 美股缺乏方向 恆指萬八點先行整固 耀才研究部稱,隔晚(6日)美股三大指數變化不大,除納指上升0.3%外,標普500指數及道指分別微升0.1%及0.18%。反映中概股表現之金龍指數亦僅微跌0.1%。 港股與A股昨日亦有好表現,恆指一度升破萬八點關口,最終收報17,966點,上升302點或1.7%,科指亦升幅則達到4.1%,收報4,098點,全日成交增至1,152億元。新經濟股帶動大市造好,美團-W(03690.HK)升5.6%,醫藥相關股亦有資金追捧,中生製藥(01177.HK)再升5.7%。不過資源股沽壓顯著,中石油(00857.HK)及中海油(00883.HK)分別下跌3.4%及3%。至於A股走勢亦佳,上綜指升0.9%,深成指亦升2.21%,成交金額亦再次突破萬億元人民幣。外圍市況不俗,加上A股造好,為港股帶來支持,不過始終短期累升不少,預期會暫於18,000點水平整固,若A股能維持升勢,則港股亦有望延續反彈勢頭。 至於技術走勢方面,經昨日之急升,恆指成功升破50天線(17,765點)並企穩,為今年8月10日以來首次,加上有成交量配合,只要後市能守穩此水平,走勢有望進一步轉強,並挑戰10月12日之高位約18,300點水平。 (筆者為證監會持牌人)~
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