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植耀輝: 美股微跌觀望CPI數據 恆指表現還看A股
耀才證券研究部總監植耀輝稱,美股隔晚(12日)微跌,美國9月PPI高於預期,聯儲局9月會議紀錄亦顯示局方維持「鷹派」立場,投資者亦觀望本港時間今晚(13日)公布之CPI數據表現。雖然科技股有所反彈,但大市整體氣氛仍審慎,最終道指微跌28點或0.1%,收報29,210點,標普500指數及納指則分別下跌0.33%及0.1%。 至於港股方面,恆指昨日走勢猶如「過山車」,早段低開後最低曾跌至16,438點,不過午後跟隨A股出現反彈,更一度倒升200點。惟升幅在不足十分鐘內全數蒸發,其後又再度轉跌。最終恆指收報16,701點,下跌131點,全日成交活躍,總成交金額1,128億元。 成份股中仍以下跌股份為主,當中招行(03968.HK)跌幅便超過5.4%,另外周大福(01929.HK)亦跌超過5%,兩者均為表現最差藍籌,而有25隻藍籌創至少52周新低,反映市況依然相當「麻麻」。至於科技股仍然未見太大起色,騰訊(00700.HK)及美團-W(03690.HK)盤中一度回升,但最終兩者仍以微跌收市。 由於投資者繼續觀望美國CPI數據,相信今日投資氣氛仍相當審慎。同時A股能否延續昨日升勢亦頗關鍵。由於港股已累跌不少,若A股能有好表現,港股或有望反彈,只是整體市況未見改善,在後市尚存在多個不明朗因素的情況下,預期17,000點之上已有較大阻力。 (筆者為證監會持牌人,並未持有相關股份) *********** 市場聚焦今晚公佈的CPI數據 耀才研究部稱,隔晚(12日)美股反覆震盪,收市輕微下跌。聯儲會議紀要顯示,委員同意連續三次加息75基點來應對通脹,並指做得太少會比做得太多付出更多的代價,市場聚焦今晚(13日)公佈的CPI數據。環球政局多變,英國表示不會逆轉其龐大的減稅計劃,英鎊的貶值壓力將拖累重磅股匯控(00005.HK)。不過,普京表示準備恢復對歐洲供氣,能源供應回復正常有望改善各國通脹壓力,則對股市氣氛有利。黑期及ADR預示恆指將於16,600點水平爭持,股市反彈需依賴北水以及內地「二十大」會議消息,投資者宜保持耐心。 技術走勢方面,恆指成功回補10月5日遺下的上升裂口,由於10月5日至7日出現了島型頂的形態,走勢更為利淡,小心指數MACD出現熊訊號的話將下試新低。 (筆者為證監會持牌人)~
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