憧憬通脹放緩納指四連漲，港股受科技拖累日見疲態
Jaco 袁永傑/uSMART投資顧問總監畢業於諾桑比亞大學，主修國際商業管理擁有10年港股、美股研究及操作經驗，擅長利用各種分析方式和宏觀經濟環境分析對股票及市場作出預測
01
昨晚美國市場聚焦美國今天公佈的2022年12月消費物價指數及週五大型銀行財報，市場憧憬CPI數據會顯示通脹增速放慢，支持三大指數上升。道指升268點，報33973點；標指升50點，報3969點；納指升189點，報10931點。美股好消息包括：摩通銷售和交易部門認爲，美國通脹數據可能低於預期，將有助於推動美股從熊市反彈，甚至預計標普500指數當日有望上漲1.5%至2%。美國波士頓聯儲銀行總裁柯林斯表示，隨着利率接近峯值，她傾向於支持在央行本月底的議息會議放慢加息至25個基點。02
港股今天走勢較爲反覆，在科技股拖累下曾一度轉跌，恆生指數高開163點，早段曾升最多262點，恆指升78點，收報21550點，成交1595.8億元。港股仍然是以好消息爲主，包括：內地12月份居民消費價格指數按年升1.8%，比上月升0.2個百分點，符合市場預期。比亞迪計劃大舉進軍印度電動汽車市場，比亞迪印度子公司高級副總裁Sanjay Gopalakrishnan接受採訪時指，比亞迪希望到2030年佔領印度電動汽車市場40%份額。據《彭博》引述消息人士報導，碧桂園已就1月份到期美元債本息籌集資金。
總結: 歐洲、美國以及港股同時已到了阻力位，就算上漲也會是舉步維艱，而下跌的風險遠比上升的高。
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