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植耀輝:美股反彈觀望CPI數據 港股反彈力度未如預期
阿思達克 07-11 09:38
耀才證券研究部總監植耀輝分析指,美股隔晚反彈,當中以道指表現最佳,升超過0.6%,標普500指數及納指則分別上升0.24%及0.18%。值得留意的是,Meta(Meta.US)股價繼續有好表現,其最新推出之「Threads」在推出僅5日用戶已破億。投資者現時亦正觀望週三公布之美國CPI數據表現。 至於港股方面,走勢依舊未見太大起色,雖然開市早段一度高見18,780點,但隨著A股升幅持續收窄,恆指升幅亦一度只得52點,雖然最終仍能上升,但亦僅升114點,收報18,479點,成交金額更萎縮至只得783億元,反映高位缺乏承接之餘,投資者對後市信心似乎亦不高。畢竟昨日公布之CPI及PPI數據,令投資者關注內地是否存在通縮風險,亦令大眾更期待有關刺激經濟措施之消息。事實上,雖然A股昨日亦見反彈,但成交量同樣出現縮減情況,恐怕一日未有相關消息,港股亦難有突破,預期將續於現水平上落。 筆者並未持有相關股份~
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