植耀輝:美股個別發展 港股後市還看A股
耀才證券研究部總監植耀輝稱,美國1月份CPI數據高於預期,美股隔晚(14日)個別發展,道指下跌156點或0.6%,標普則僅微跌1點,納指則在Tesla(TSLA.US)及Nvidia(NVDA.US)等科技股造好下,最終上升68點或0.6%,收報11,960點。在CPI數據公布後,聯儲局官員對息口去向看法有所分歧。雖然已連續第七個月下跌,但由於能源價格回升,加上租金仍高踞不下,預期通脹壓力依然存在。
至於港股方面,在美國公布CPI數據前夕呈窄幅上落,全日高低波幅只得162點,並於21,100點附近拉鋸,另外大市總成交不足1,000億元,反映投資者入市意慾亦不高。隔晚美國CPI數據略高於預期,美股三大指數個別發展,而新加坡黑期變化亦不大;另外,恆指21,000點支持力仍強,故只要能守穩該水平,後市仍審慎樂觀。若A股短期能有好表現,預期恆指仍有望重上21,500點水平。
(筆者為證監會持牌人)
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美CPI略高於預期 美股個別發展
耀才研究部稱,美國1月份CPI數據略高於預期,美股隔晚(14日)早段顯著波動,收市則個別發展,當中道指及標普500指數下跌,惟變化不大,納指則上升0.58%。商品價格收市亦變化不大,油價略為偏軟,期金則微升0.1%。至於反映中概股表現之金龍指數則微跌0.55%。
港股方面,恆指昨日缺乏方向,並維持窄幅上落,全日總成交亦僅得976.7億元,另外港股通亦淨流出37.6億元。紙業、礦業、保險及公用股板塊造好。騰訊(00700.HK)跌2%,科指全日跌44點或1%。A股升勢未續,但暫時企穩,兩地市場以觀望為主。展望今日,美國通脹數據出爐,息口可能將維持高位一段時間,港股1月以來的升勢或將部分回吐。
至於技術分析方面,恆指昨日在21,100點至21,200點高低爭持,成交縮減,OBV仍處下跌區間。RSI及MACD指標尚未反映加息預期,相信後市會有明確啟示。
(筆者為證監會持牌人)~
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