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植耀輝: 加息符預期美股揚 港股續有力反彈
耀才證券研究部總監植耀輝稱,美股隔晚(15日)表現不俗,全城關注之聯儲局議息結果總算符合市場預期,加息0.75釐,以幅度計爲1994年以來最大,不過主席鮑威爾強調加息0.75釐不會成爲常態,對投資氣氛有利。最終道指上升303點或1%,收報30,668點。標普500指數上升1.5%,收報3,789點。至於納指升幅較大,達2.5%,收報11,099點。 至於港股,在A股持續有好表現下,昨日一度重上21,400點,不過隨着A股收市前升幅收窄,港股亦有所回落,但收市仍能上升240點,收報21,308點,全日成交增至1,490億元。大市能有不俗表現,科技股仍是最大功臣,當中阿裏-SW(09988.HK)上升4.35%;但焦點卻落於內險股身上,平安(02318.HK)及國壽(02628.HK)分別急升8%及5.3%,爲表現最佳及第三佳成份股。不過基於本業表現仍欠佳,筆者並不建議大家高追。 由於隔晚聯儲局議息結果符合預期,加上美股造好,相信對今日(16日)港股會有支持,不過始終A股近期表現對港股有更大啓示,故如今日A股能維持強勢,對港股亦有利,短期恆指目標繼續上望21,800點水平。 (筆者爲證監會持牌人,並未持有相關股份) *********** 聯儲不會持續大幅加息 恆指守住21,200關口爲關鍵 耀才研究部稱,隔晚(15日)美股三大指數收市全線向上,美聯儲宣佈加息0.75釐,爲1994年以來最大的幅度,符合市場預期,不過鮑威爾提到這樣的加息幅度不會成爲常態,較市場預期的鴿派,支持市況向上。美聯儲未來每月縮表上限維持於950億美元,於7月份加息0.75釐的機會率從前日的超過90%回落到只有約60%,十年期國債利率下跌18.94個基點,報3.28%,納指升逾2.5%,爲當中表現最好的指數。金龍中國指數升2%,目前聯儲加息陰霾暫時消散,科網股有條件繼續支撐大市,而中美關稅的進展將成爲推動後市的重要催化劑。 技術上,恆指成功守住5月起的上升軌道,目前即市阻力將轉爲21,200點,若能重返該水平,則有條件於4 月的21,200點至22,400點區間上落。 (筆者爲證監會持牌人)~
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