植耀輝: 美股連跌第三日 港股不利消息頻現
耀才證券研究部總監植耀輝稱,美股隔晚(30日)再度急跌,資源股及科技股續見沽壓,投資者繼續關注短期經濟數據表現以及未來息口去向。道指再跌308點或0.96%,收報31,790點,標普500指數及納指跌幅各約1.1%。
港股方面,在期指結算日走勢反覆,高開39點便無以為繼,其後輾轉回落至19,645點,不過午後又再度反彈,跌幅又再度收窄,最終全日計恆指下跌74點,收報19,949點,全日成交961.37億元。
業績股繼續是市場焦點,不過表現強差人意,中升(00881.HK)下跌7%,碧桂園(02007.HK)中期純利大跌95%,股價再跌4.2%。另外,比亞迪(01211.HK)下跌不足1%,不過收市後根據聯交所資料顯示,巴郡減持比亞迪133萬股H股,消息或會利淡比亞迪股份短期表現。
由於隔晚美股又再度下挫,加上股神減持比亞迪之消息亦屬利淡,對港股不利。另外內地今早亦會公布8月PMI數據,本週五(9月2日)美國亦會公布8月非農就業表現,在此氣氛下,預期港股或須再度回試19,500點支持。
(筆者為證監會持牌人,並未持有相關股份)
**********
恆指先回試19,500點即月支持
耀才研究部稱,隔晚(30日)美股連跌三日,由於美國消費信心指數好過預期創5月份以來高位,加上就業市場仍然緊張,市場預期聯儲局會繼續保持進取的加息態度,拖累股市的走勢,道指曾跌逾400點,納指連續三日跌超過1%。市場風險胃納下降,商品及加密貨幣市場同樣受壓,比特幣再度跌穿20,000美元。港股方面,大型內銀季績普遍符合預期;巴郡(BRK.A.US)於24日開始減持比亞迪(01211.HK)的133.1萬股,每股平均價277.1016元,套現約3.69億元,比亞迪ADR跌逾7%,加上內地出現變種疫情,停工停產的憂慮將令恆指率先回試19,500點近月低位。
恆指技術走勢方面,指數重新出現MACD牛訊號,連續三收於20天線之上,加上成交配合下指數有條件拾級而上。以6月份22,449點開始的跌浪起計,恆指反彈0.382黃金比率的目標為20,426點。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.