植耀輝:美股偏軟觀望CPI數據 港股後市還看A股
耀才證券研究部總監植耀輝稱,隔晚(9日)美股在公布CPI數據前夕表現偏軟,三大指數均下跌,惟跌幅亦不大,當中道指下跌56點或0.17%,收報33,561點,標普500指數及納指則分別下跌0.46%及0.63%。另外,美國總統拜登與兩黨就即將到期之債務上限進行協商,惟談判並沒有任何進展。投資者亦繼續關注債務上限之最新進展。
至於港股方面,受A股午後急跌,加上科技股表現未見起色下,恆指急跌429點或2.12%,科指跌幅更達到3%。值得回顧A股表現。上綜指昨日一度高見3,418點,但午後在「中特估」概念股急跌下,上綜指以接近全日低位收市,報3,357點,下跌37點或1.1%,深成指則跌0.9%。兩市成交連續第二十三個交易日突破萬億元人民幣。
由於現時港股跟A股之關連度相當高,故一旦A股走勢轉差,亦會拖累港股表現,因此港股今日(10日)能否靠穩,A股表現是一大關鍵。另外,由於科技股勢頭仍相當不濟,變相進一步為市況帶來負面衝擊。恆指暫以250天線即19,700點附近作支持。
(筆者為證監會持牌人)
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美股靜待通脹數據表現 「中特估」回落恆指續缺方向
耀才研究部稱,隔晚(9日)美股三大指數隔晚下跌。投資者關注債務上限最新消息,以及靜待CPI數據。三大指數跌幅介乎0.2%至0.6%;至於反映中概股表現之金龍指數則下跌2.23%。本港時間今晚(10日)美國將公布CPI數據,對美股及美匯料會有較大啟示。
港股方面,昨日下跌超過2%,「中特估」概念股跟隨A股急跌,加上科技股走勢亦差,拖累恆指失守20,000點關口。短期內港股能否重拾升勢,A股依然是關鍵,若A股能再度發力回升,恆指仍有望重上兩萬關口,惟科技股弱勢限制港股反彈。預期恆指將於20,000點附近爭持。
技術走勢方面,雖然恆指再度急跌,惟現時仍處於近日區間之內,不過現時又再度逼近下方重要支持,亦即250天線(約19,709點)附近,宜留意能否守穩該水平,若再度失守,則後市或須進一步下試前低位亦即19,500點水平。
(筆者為證監會持牌人)~
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