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植耀輝:美股靜待CPI數據 「中特估」續利好A股
耀才證券研究部總監植耀輝稱,美股隔晚(8日)個別發展,惟變幅不大,投資者觀望CPI數據及企業業績表現。當中道指下跌55點或0.2%,收報33,618點,標普500指數及納指則分別微升1點或21點,收報4,138點及2,256點。 至於港股,在內銀股及「三桶油」發力下,恆指曾突破20,300點水平,最終收市亦升247點或1.24%,收報20,297點。多隻成份股創至少一年新高,當中便包括油股及中資金融股。A股亦有理想表現,在「中特估」憧憬下,滬綜指逼近3,400點關口。若A股能延續近期升勢,港股亦有望受惠。 但要留意的是,雖然恆指連升第三個交易日,不過整體市況仍有待觀察,特別是科技股表現未見改善,恐續限制大市反彈;另外,經恆指本輪上升後,短期先觀察能否升穿100天線即20,400點水平。惟即使有所突破,後市關鍵依然為250月線亦即21,100點水平,一日未能成功重越該阻力,意味恆指仍只維持上落市格局。 (筆者為證監會持牌人,持有中海油股份) *********** 美股個別發展 恆指後市還看A股 耀才研究部稱,隔晚(8日)美股三大指數個別發展,納指及標普500靠穩,道指則微跌不足0.2%,投資者關注CPI數據以及債務上限相關消息。至於反映中概股表現之金龍指數亦僅微跌0.13%。 港股方面,在中資股續有理想表現下,恆指最多曾升271點,中資股表現理想,當中「三桶油」表現強勁,中海油(00883.HK)便急升逾6%;內銀股亦有好表現,中國銀行(03988.HK)及工商銀行(01398.HK)均升近5%。正如昨日指出,若A股投資氣氛能維持,港股亦有望受惠,不過美中不足為科技股表現依然未有太大改善,後市若要再作突破,「ATM」股價亦要有好表現矣! 至於技術走勢角度,恆指在「三連升」後現已重上多條平均線之上,而100天線現時在20,400點水平,短期先觀察能否升破該水平。若能確認突破該水平,則始有望挑戰上月高位亦即20,864點附近。 (筆者為證監會持牌人)~
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