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植耀輝: 通脹高於預期美股跌 恆指支持恐進一步下移
耀才證券研究部總監植耀輝稱,美股隔晚走勢波動,6月CPI數據高於預期,再創40年新高,令本月聯儲局至少加息0.75厘幾成定局。雖然美國總統拜登認為數據已過時,但投資者對聯儲局「重手」加息之陰霾仍揮之不去,美股三大指數收市均下跌。當中道指下跌208點或0.67%,收報30,772點,標普500及納指亦分別下跌0.45%及0.15%,收報3,801點及11,247點。 港股方面,本週連續第三個交易日出現下跌,累積跌幅達881點或4.27%。恆指昨日大部分時間均錄得升幅,但隨著A股走勢有所回順,加上部分投資者在美國公布CPI前夕先行沽貨離場觀望,在觀望氣氛仍濃的情況下,恆指最終下跌46點,全日成交不足1,100億元。內房相關股走勢仍差,碧桂園(02007.HK)及碧服(06098.HK)跌勢未止,兩者分別下跌8.5%及6.8%,龍湖(00960.HK)及中海外(00688.HK)亦分別下跌4.3%及2.9%。另外隔晚油價急跌,不過三桶油表現各異,中海油(00883.HK)跌幅最多,下跌2.25%,中石油(00857.HK)跌0.6%,中石化(00386.HK)則無升跌。 雖然隔晚美股跌幅不大,惟通脹問題在未來一段時間仍會左右投資氣氛,尤其是聯儲局未來是否會採取更進取加息步伐,將會成為後市一大變數。另外,A股近期走勢有所轉弱亦對港股造成壓力。相信港股短期仍反覆,初步看20,700點水平能否見有支持,若失守或會進一步下試20,000點水平。 (筆者為證監會持牌人,持有中海油股份)~
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