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郭家耀: 美3月通脹再創40年高 港股短期料難大升
阿思達克 04-13 10:25
安里資產管理董事總經理郭家耀稱,美股周二(12日)先升後跌,美國3月通脹再創40年新高,但核心通脹升幅低過預期,投資者憧憬或有望見頂,債息由高位回落,帶動大市早段向上,其後聯儲局官員表示壓抑通脹仍是當局首要任務,大市由升轉跌,三大指數均錄得跌幅收市。美元先跌後回穩,美國十年期債息回落至2.72厘水平,金價走勢向好,油價大幅反彈。港股預託證券普遍偏軟,預料大市早段跟隨低開。 內地股市昨日先跌後反彈,滬綜指低開高走,收市上升1.4%,滬深兩市成交額略為縮減。 港股走勢反覆向好,指數一度失守21,000點水平,其後跟隨內地股市向上,整體成交保持清淡。內地宏觀政策轉向,有利中資股表現,但受制外圍通脹憂慮,大市短期難有明顯升勢,預料指數維持於20,800至22,000點水平上落。 另內地電動車製造商蔚來-SW(09866.HK)發公告表示,由於疫情關係,自3月以來公司位於吉林、上海、江蘇等多地的供應鏈合作夥伴陸續停產,目前尚未恢復。受此影響,蔚來整車生產已經暫停,因此近期不少用戶的車輛會推遲交付。蔚來強調,會與供應鏈合作夥伴一同在滿足防疫要求的前提下,爭取早日恢復生產,盡快交付。蔚來原預計今年第二三季逐步提升旗艦轎車ET7的交付量,並將於5月下旬發布多款新車,今次停產可能對蔚來的推出新車計劃構成一定影響。市場同時憂慮其他車廠同樣面對供應鏈問題,影響新車交付量,目前宜觀望事態發展。 (筆者為證監會持牌人,沒持有上述股份)~
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