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植耀輝:美股勢弱標普四連跌 港股及A股齊反覆回升
耀才證券研究部總監植耀輝稱,隔晚(20日)美股跌勢未止,科技股沽壓仍大,另外投資者續觀望即將到臨之Jackson Hole年會。納指跌0.67%,標普500指數亦跌0.24%,道指則靠穩,微升16點或0.1%。 A股昨日繼續有好表現,兩市早段走勢反覆,深成指更大部分時間下跌,不過午後走勢轉強之餘升幅亦不斷擴大,最終上綜指以接近全日高位收市,收報3,766點,上升逾1%,再創10年新高;深成指更以全日最高位收市,上升近0.9%,收報11,926點,以點數計為兩年半新高。雖然走勢不俗,不過兩市總成交卻有所縮減至2.4萬億元人民幣,短期內宜繼續留意成交量之變化。 港股亦在連跌四個交易日後反彈。恆指甫開市已失守25,000點關口,其後跌幅一度擴大至235點,低見24,887點。不過大市很快又再度反彈,恆指重上25,000點之餘亦倒升,科指亦靠穩,最終恆指收報25,165點,微升43點或0.2%,科指則平收,微跌不足1點,收報5,541點,全日成交金額2,853億元,較上一個交易日略為增加。值得留意的是個別績優股走勢強勁,舜宇(02382.HK)升近一成,泡泡瑪特(09992.HK)更大升12.5%。雖然業績表現理想兼前景展望甚佳,不過股價抽升幅度不少,故只宜候調整再作部署。 由於今日續有多間焦點股公布業績,表現仍會左右大市氣氛。當然若A股能維持強勢,則恆指仍有望反彈,但25,500點以上阻力不輕,加上尚有Jackson Hole 年會,因此恆指暫難有所突破。 (筆者為證監會持牌人,並未持有相關股份)~
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