耀才团队: 後市短线目标上调至250天线27,600点水平
耀才证券研究部团队称,隔晚(12日)美股反覆上升。欧洲央行重启量化宽松买债放水,并更改前瞻指引,变相无限期实施宽松措施;惟本次降息幅度仅0.1厘,幅度少於部分投资者预期。市场并未过分解读欧央行的决策,而是聚焦即将举行的中美贸易谈判上。继中美两国相继在关税上做出部分让步後,据报中国将在重启贸易谈判前向美国购买大批量大豆,美国总统特朗普亦表示可考虑与中国达成临时贸易协议,市场情绪有所回暖,资金继续流出债市推高国债孳息率,并流入风险资产。隔晚另一个焦点是经济数据:美国上月CPI按年升1.7%,略逊预期;扣除食品和能源的核心CPI则升2.4%,较预期好。惟分析指本次CPI总体相对符合预期主要由医疗开支迅速上升带动,而总体经济情况仍显示通胀疲软,後市关注美联储官员对本次CPI数据的解读,以及下周美联储议息结果。
隔晚港股ADR收市全线微跌,料港股早段变动不大。今日内地中秋假期休市一日,港股成交或缩量。据报伦交所董事局考虑港交所(00388.HK)并购提案,留意该股走势。
从技术上看,恒指技术上形成双底格局,并以升穿日前阻力27,100点,後市目标可上调至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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