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耀才团队: 恒指将争持於25,000点关口
阿思达克 06-11 12:10
耀才研究部称,美股三大指数隔晚(10日)再个别发展,道指续跌1%,但纳指则首次收市企稳於一万点关口之上,美国联储局议息结果大致与市场预期相同,联储局将会维持超低利率至2022年,买债规模亦将会持续,目标是每个月买入800亿美元的国债,以及400亿美元的按揭抵押证券,消息曾带动道指倒升,但收市前银行股及能源股拖低走弱。联储局预料,2020年GDP将下滑6.5%,2021年预计增长5%,2022年增长3.5%,2023年增长1.8%。

港股ADR偏软,「黑期」今早(11日)跌一百点左近,恒指七连升断缆後,料恒指於短期後市继续於25,000点关口争持。昨日公布的内地CPI增幅低於市场预期,人民银行於短期後市会否进一步放水将是市场焦点,市场关注月中人民银行进行的MLF操作,利率会否再降将是关键。

网易(NTES)ADR隔晚收报424.98美元,折合等於港股网易(09999.HK)每股为131.74港元(以每1美元兑7.75港元计),但由於每手中签率仅8%,在短线庞大需求支持下,料上市首数天表现港股有望领涨ADR,网易短线目标可上望140港元。

(笔者为证监会持牌人)~

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