植耀輝:美股續觀望CPI數據 中概股造好港股有望反彈
耀才證券研究部總監植耀輝分析指,美股上週反覆回落,就業數據好壞參半,不過聯儲局會議記錄反映未來加息壓力仍在,利淡投資氣氛。美股三大指數全週計仍下跌,當中道指累跌2%,納指及標普500指數則分別累跌0.9%及1.2%。本週美國將公布CPI數據,表現對美股料會有較大影響,特別是在近期投資者對息口前景關注之際。
港股方面,在踏入下半年首週表現可謂「虎頭蛇尾」,週初連升兩個交易日,並曾一度挑戰19,450點附近,不過升勢未能延續,其後更在中資金融股拖累下急跌,港股最低便曾見18,279點。最終收報18,365點跌167點或0.9%,一週計累跌2.9%。雖然港股上週表現欠佳,惟收市後內地監管部門宣布阿里(09988.HK)旗下之螞蟻金服及其他互聯網金融平台處以罰款,投資者視之為正面消息,刺激夜期急升,執筆之時新加坡黑期亦重上18,600點之上。惟即使能有所反彈,只是大市整體投資氣氛仍一般,故儘管今日有望造好,但在未有進一步利好因素前,預期恆指升勢暫亦未必能延續。
筆者並未持有相關股份~
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