植耀輝:美股走勢轉弱 港股焦點騰訊業績
耀才證券研究部總監植耀輝稱,隔晚(15日)美股下跌,7月零售銷售表現勝期,投資者關注未來息口去向。受此影響,三大指數均顯著回落,當中道指下跌1%,標普500指數及納指則分別下跌1.2%及1.1%。
港股則連續第三個交易日下跌。內地最新出爐之經濟數據表現不如預期,A股午後跌勢一度加劇並拖累恆指表現,恆指最多便下跌超過259點。不過其後內地傳出減印花稅消息,A股由跌轉升,恆指跌幅亦曾大為收窄,但尾市跌幅又再度有所擴大,最終恆指收報18,581點,下跌192點或1%,不過成交金額則顯著縮減至僅819億元。至於A股則個別發展,上綜指尾市跌幅收窄至2點,收報3,176點,深成指則下跌0.7%,成交則維持在7,000億元人民幣水平。
今日(16日)將有多隻重磅股公布業績,當中包括騰訊(00700.HK)、港交所(00388.HK)、新秀麗(01910.HK)及京東系等,表現對後市或多或少也會有所影響,預期市況仍反覆,惟由於始終缺乏利好消息,恐怕恆指仍有機會下試18,300點水平。
(筆者為證監會持牌人,並未持有相關股份)
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美股三大指數齊跌 今日焦點騰訊(00700.HK)業績
耀才研究部稱,雖然零售數據表現勝預期,惟隔晚(15日)美股三大指數全線下跌,跌幅均超過1%。投資者繼續關注全球經濟表現。至於反映中概股表現之金龍指數則下跌近2%,連跌第三個交易日。
港股方面,恆指低開174點後走勢反覆,跌幅一度收窄至只得27點,惟午後A股一度急跌,恆指亦受到拖累,恆指最多便跌超過259點。其後A股反彈,港股跌幅亦有所收窄,惟最終恆指仍下跌192點或1%,收報18,581點,科指則跌0.7%,收報4,179點,全日成交則只得819億元。內需股下跌,個別內房股則輕微反彈。不過整體投資氣氛仍一般,畢竟投資者繼續關注內地經濟及內房債消息。另今日(16日)騰訊(00700.HK)等重磅股將公布業績,表現將對港股後市有較大啟示。預期港股今日將窄幅上落,待騰訊業績公布後始有較顯著波動。
至於技術走勢方面,恆指「三連跌」,指數於18,500點水平似有支持,惟整體走勢未見改善,動量指標MOM及MACD弱勢仍持續,短期若失守18,500點,則進一步下試7月7日低位18,279點。
(筆者為證監會持牌人)~
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