植耀輝:美股造好觀望CPI數據 港股續看21,000點支持
耀才證券研究部總監植耀輝稱,在公布1月CPI數據前夕,美股隔晚(13日)造好,三大指數均有不俗表現,當中道指大升376點或1.1%,標普500指數及納指則分別上升1.15%及1.5%。就今晚公布之CPI數據,預期仍達到6.2%,核心CPI則預期為5.5%。數據表現對金股匯市場皆會帶來顯著影響,宜加倍留意。
港股方面,昨日一度急跌近400點,低見20,799點,幸好21,000點關口最終仍能失而復得,筆者近期亦已不斷分享250月線亦即21,000點水平之重要性,因此只要一日仍能企穩該水平,走勢仍未至於太差,只是整體市況亦未見有太大改善,若A股能維持上升勢頭,恆指亦有望稍為轉強。不過今晚(14日)美國將公布1月CPI數據,結果對環球金融市場去向又會有較大啟示。預期恆指將暫於21,200點水平爭持。下方續看21,000點支持,上方阻力則為21,500點水平。
(筆者為證監會持牌人,並未持有相關股份)
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美股反彈 港股續維持反覆格局
耀才研究部稱,隔晚(13日)美國三大指數上升,升幅均超過1%,投資者會密切關注今晚通脹數據。至於反映中概股表現之中國金龍指數升2.6%,預期對港股上市之科技股亦有正面支持。
港股方面,恆指昨日低開高走,領展(00823.HK)供股消息拖累投資氣氛,本地地產板塊亦普遍下跌。不過A股走勢轉強,滬深兩市均有好表現,成交亦逼近萬億元人民幣,北向資金淨流入亦接近50億元人民幣。當中基建、重型機械、餐飲及航空消費板塊造好。A股造好帶動恆指尾市一度倒升,不過全日計仍微跌26點或0.12%。科指表現較好,全日升12點或0.29%。恆指後市能否繼續企穩21,000點,要留意A股的升勢能否持續,相信大市短期仍會維持在反覆局面。
至於技術分析方面,RSI及MACD指標未有明顯轉強跡象,相信短期內仍會在250月線21,000點拉鋸,需密切留意此關鍵位置。
(筆者為證監會持牌人)~
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