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今日信報- 要聞 - 恆指倒跌116點 科企逆市回勇- 信報網站hkej.com @ 2023-05-15T12: Back Hot News
Keyword:恆指 港股
Concept:恆指四連跌
大市缺乏方向,恆指上周共挫422點或2.1%,收市報19627點。ADR港股比例指數上周五收報19480點,較本港收低147點。對於恆指再度跌穿俗稱牛熊分界線的250天平均線(19699點)兼重返逾兩周低位,分析認為,市場對中國經濟復蘇力度質疑未止,恆指後市隨時失守19000點關。 華晉證券資產管理投資總監馮宏遠指出,市場近日對中國經濟復蘇力度憂慮升溫,是導致「中特估(中國特色估值)」概念股上周回吐,以及拖累恆指跌破牛熊線的主因,相信本周公布的重磅科技股業績,也不易扭轉大市弱勢。 馮宏遠預期,內地經濟憂慮於本月余下時間與下月會繼續發酵,不排除恆指進一步下試19000點關,料該水平或略有支持,就算失守仍有力收復。他又稱,資金層面目前依然不利好後市,可觀望恆指經歷一輪回調後資金會否入市「撈底」。 大摩看好滬深300 潛在升幅14% 摩根士丹利表示,中國宏觀經濟復蘇力度存在爭議,A股投資情緒料較波動,該行維持對中國處於復蘇軌道上的觀點,指復蘇初期表現失衡屬正常,整體而言,未來可望逐步追上進度。 大摩同時維持早前對滬深300指數漲至4500點的目標,距現水平有約14%上升空間,預期A股能在亞洲

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