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植耀輝:「復常」憧憬支持港股 本周焦點議息結果
阿思達克 01-04 12:21
耀才證券研究部總監植耀輝稱,美股隔晚(3日)變化不大,焦點則集中於科技股身上,先談Tesla(TSLA.US)。其股價隔晚大跌超過12%,為兩年內最大單日跌幅,主要是受第四季出貨量遜預期所致;另一焦點股為蘋果公司(AAPL.US),有消息指因需求疲弱關係,蘋果公司已向AirPods、Apple Watch及MacBook零部件生產商「Cut」單,股價下跌近4%,其市值亦跌破2萬億美元。本周投資者將繼續留意當地經濟數據最新表現,另外聯儲局上月議息會議記錄亦值得關注。 至於港股方面,昨日出現單日轉向,開市早段一度急跌近477點,不過中資電訊股發力,加上新經濟股反彈,恆指很快由跌轉升,隨著A股亦造好,恆指升幅亦進一步擴大,最終收報20,145點,上升363點,成交金額1,206億元。正如筆者早前指出,在復常及通關憧憬下,大市短期表現不會太差,加上近期恆指於跌至19,500點均見支持,對後市看法亦仍正面。當然,短期亦要視乎恆指是否能企穩二萬點,以及A股表現。如A股及外圍進一步造好,預期恆指將有力挑戰250天線亦即20,400點水平。 (筆者為證監會持牌人,並未持有相關股份) ***** 耀才研究部:氣氛續改善 恆指有望挑戰250天線 耀才研究部稱,美股下跌,當中以納指跌幅較大,科技股中較受關注為Tesla(TSLA.US)及蘋果公司(AAPL.US),前者受第四季出貨量遜預期影響急跌12%,至於蘋果公司則受需求疲弱之憂慮而下跌,市值亦跌破2萬億美元。 港股方面,在2023年首個交易日表現理想,最多曾升超過431點,雖然其後升幅收窄,但收市仍能企穩20,100點水準,收報20,145點,上升363點或1.84%。基於短期投資氣氛仍樂觀,特別是在憧憬複常及通關在望等因素下,只要A股亦能有好表現,相信恆指有望上試20,400點水準。 至於技術走勢方面,恆指昨日先低後高,陰陽燭即日以「破腳穿頭」倒升,形勢屬利好,加上成交量配合,相信短期仍能有力再試高位。後市只要守穩10天線亦即19,500點,預期將可進一步挑戰250天線(20,400點)水準。 (筆者為證監會持牌人)~
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