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耀才团队: 大市将於27,100点阻力整固
阿思达克 09-12 11:08

耀才证券研究部团队称,中国暂免部分美国商品关税,特朗普表示对双方关系乐观,随即宣布将推迟2500亿美元中国商品徵收关税上调日由10月1日推迟至10月15日,主要因应国务院副总理刘鹤的要求,同时鉴於10月1日为中国70周年国庆。另一方面隔晚特朗普亦考虑放宽对伊朗的制裁,以及再度发言认为联储局应该把利率减至零甚至负利率水平,均利好大市气氛及风险胃纳。

中港股市方面,恒指昨日(11日)因消息流传政府将会回应一连串社会运动的另一项诉求而急升超400点,但其後遭到政府否认,大市可能因而出现轻微回吐。股份方面,港交所(00388.HK)向英国伦敦证券交易所提出收购,总代价达296亿英镑,较伦交所周二收市价溢价约二成三,条件为伦交所股东否决或不再进行Refinitiv的收购,李小加指该交易并非敌意收购,但有消息认为因政治及监管风险该交易可能被否决,伦交所收市升5.9%,但港交所ADR却跌4%,留意股份表现。

从技术上看,技术上形成双底格局,日前已到达量度升幅的27,100点。若恒指短线升穿此关,後市目标将上调至8月1日下跌裂口顶部同时也是250天线27,600点水平;但倘若短线未能升破此关,恒指将很快重新回试26,000关支持。

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