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植耀輝:美股靠穩續觀望業績 港股兩萬關爭持
阿思達克 02-28 09:58
耀才證券研究部總監植耀輝稱,美股隔晚(27日)靠穩,美國1月耐用品訂單低於市場預期,不過核心耐用品訂單則優於預期,美股三大指數均保持升勢,當中道指上升72點或0.22%,收報32,889點,標普500指數及納指則分別上升0.31%及0.6%。投資者繼續觀望本周稍後時間零售股之業績表現。 回說港股方面,在期指結算日表現反覆偏軟,雖然一度倒升最多76點,不過在整體缺乏方向,以及A股持續下跌之情況下,恆指最終仍出現「五連跌」。恆指現時已失守250天線(約20,000點水平),若以走勢計明顯進一步轉差,短期內若未能重上20,000點關口,恐怕後市沽壓仍大。 值得一提的是,正如早前提出之250月線概念一樣,恆指上一次跌穿250天線已是2021年7月23日的事,其後恆指走勢便一浪低於一浪,跌至14,597點才反彈,並直至上月4日才能再次重上250天線(當時為20,370點水平)之上。 可以說,250天線是另一道好淡分水嶺,若短期未能企穩,則走勢恐怕只會更弱。 (筆者為證監會持牌人,並未持有相關股份) *********** 美股反彈靠穩 港股失250天線勢續弱 耀才研究部稱,美股隔晚(27日)造好,三大指數升幅介乎0.2%至0.6%,科技股普遍上升,當中Tesla(TSLA.US)再升5.5%,由低位計反彈已接近一倍,連帶Elon Musk亦再度重登全球首富地位。投資者繼續關注經濟數據及企業季績表現。至於反映中概股表現之金龍指數則出現反彈,回升1.33%。 港股方面,在期指結算日反覆拉鋸,於20,000點水平上落。最終恆指下跌66點或0.33%,收報19,943點,連跌第五個交易日。由於缺乏利好消息支持,加上科技股走勢有所轉弱,恆指恐怕仍有進一步下跌之可能。另外今早(28日)內地將公布2月PMI數據,表現對A股及港股或會有一定啟示。 至於技術分析方面,恆指昨日跌破250天線,為2021年7月26日以來首次,短期若未能重上該水平,走勢或會轉差,後市或須進一步考驗100天線亦即18,988點水平。 (筆者為證監會持牌人)~
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