植耀輝: 美股輾轉回落 港股暫難擺脫上落格局
耀才證券研究部總監植耀輝稱,美股隔晚(12日)走勢反覆,美國3月CPI增速創40年新高,不過核心CPI升幅稍低於預期,債息回落加上憧憬通脹有望見頂,美股早段表現不俗,三大指數均見反彈,當中納指升幅更一度達2%。然而其後聯儲局官員表示6月或啓動縮表,投資氣氛又再度受影響,最終三大指數均下跌,道指下跌87點或0.26%,標普500指數及納指跌幅則超過0.3%。
至於港股,受重啓審批版號消息刺激,恆指輕微高開後升幅一度擴大至200點,騰訊(00700.HK)及美團(03690.HK)成爲大市反彈主要動力來源,反觀油股則見回吐;不過大市其後表現又再度反覆,中午復市後更一度跌破21,000點,但隨着A股抽升,港股亦恢復強勢,並一度重上21,500點水平,最終收報21,319點,上升110點,大市成交1,283.5億元。
港股短期似乎仍難擺脫橫行格局,始終大市仍缺乏上升動力,事實上即使昨日有重啓版號消息,但對相關股份刺激作用亦似乎相當有限,加上美國證交會(SEC)再度將12家中概公司列入「預摘牌名單」,消息或又會對今日中概股表現有一定影響。另外內地即將繼續公佈經濟數據,美國亦踏入業績公佈期,預期恆指將續於21,000至22,000點上落。
(筆者爲證監會持牌人,並未持有相關股份)
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恆指需時在小雙頂頸線整固
耀才證券研究部團隊稱,隔晚(12日)美股先升後跌,美國上月CPI按年升幅由2月的7.9%增至8.5%再創40年新高,不過核心CPI環比升幅有放緩,市場對未來的通脹預期亦有所回落,支持道指早段曾反彈逾300點,不過聯儲局理事稱縮錶行動可能在6月開始,縮表的力度可能相當於增加兩到三次加息,令大市其後倒跌。
美國再將12間中概股公司加入有摘牌風險的發行人臨時名單,爲3月以來第四批,金龍中國指數收市跌1.3%,恆指昨日跟隨A股升幅後才得以重返小雙頂頸線,不過留意到有政策利好的遊戲股升幅開市後已明顯縮窄,如果中美關係再度緊張將令大市再度受壓,目前仍需時間於21,200關口整固。
技術走勢上,恆指已跌穿3月17日起計的短期上升軌,昨日亦下試小雙頂頸線即21,200點,RSI動力持續下跌較爲利淡,先觀望指數能否在頸線位置找到支持。
(筆者爲證監會持牌人)~
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