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植耀輝:納指標普續創今年新高 恆指有望重上250天線
耀才證券研究部總監植耀輝稱,美國上月CPI數據略低於市場預期,核心CPI則符預期,令投資者對本月暫停加息之憧憬升溫。隔晚(13日)三大指數維持升勢,納指再升0.8%,標普500指數亦升0.7%,兩者均再創年內新高;至於道指則上升0.4%,收報34,212點。 至於港股,在科技股有資金追捧以及午後走勢顯著造好支持,恆指昨日上升117點,並連升第五個交易日,成交量亦顯著回升至997.75億元。阿里-SW(09988.HK))及騰訊(00700.HK)升約2%,百度-SW(09888.HK))升幅更達到4.9%。油股則受油價下跌拖累而逆市下跌,「三桶油」跌幅介乎1.9至3.4%;內房股亦續反彈,碧桂園(02007.HK))便再升4.8%。 經昨日之上升,恆指進一步逼近250天線水平,若能重上該水平固然屬利好,不過短期大市焦點仍離不開中美經濟數據及政策因素,昨日便有消息指中央正醞釀出台一籃子刺激經濟措施,若屬實的話對市場氣氛或個別板塊會有一定利好,宜加倍留意。至於港股則若能重上並企穩19,600點,則有望挑戰兩萬點關口。 (筆者為證監會持牌人,持有騰訊股份) ********** 美股造好標普納指年內新高 港股有望追落後 耀才研究部稱,美股隔晚(13日)繼續有好表現,美國最新公布之月份CPI資料低於預期,投資者亦憧憬聯儲局將暫停加息,標普500指數及納指分別上升0.7%及0.8%,並再創年內新高;至於金龍指數亦造好,回升2.2%。 港股方面,雖然「三桶油」受油價下跌拖累而顯著回落,但在科技股受資金追捧下,恆指仍能維持升勢,重上19,500點,最高曾升至19,572點,最終收報19,521點,上升117點或0.6%,科指升幅則達到2.4%%,收報4,038點。值得留意的是,全日成交金額997.75億元,較上日有明顯反彈,若大市回升配合成交量,則後市有望進一步反彈。 至於技術走勢方面,恆指暫仍受制於250天線亦即19,580點附近水準,若能突破並企穩該水準,則意味走勢有望進一步轉強,並有望挑戰100天線約20,220點水準。 (筆者為證監會持牌人)~
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