植耀輝:CPI高於預期美股偏軟 恆指突破250月線
耀才證券研究部總監植耀輝稱,隔晚(12日)美股三大指數偏軟,美國1月CPI數據高於預期,利淡美股行情,道指及標普500指數分別下跌0.5%及0.27%,至於納指則靠穩。
A股及港股昨日則有不俗表現,深成指及上綜指均高收,前者升1.43%,後者亦升0.85%,全日成交1.67萬億元人民幣。值得留意的是內房股尾市急升,萬科(000002.SZ)更是漲停收市。
港股則繼續受惠於DeepSeek概念。科技股依然是升市最大動力,當中單一隻阿里-W(09988.HK)便爲恆指貢獻超過168點;恆指最終收報21,857點,上升563點或2.64%,再創年內新高,年初至今累升8.96%;科指升幅亦達到2.7%,收報5,281點,年初累升達到18.2%,全日成交亦增至2,871.6億元。多隻成份股創年內新高,以升幅計則以阿里健康(00241.HK)表現最佳,上升10.8%,阿里亦升8.5%;下跌股份則以翰森製藥(03692.HK)表現最差,跌超過4.5%,另美團-W(03690.HK)及中國宏橋(01378.HK)跌幅亦超過4%。
經昨日之急升,恆指現時已升破250月線(約21,750點),若本月能成功企穩,意味恆指走勢將有望重新轉強,故可留意未來一段時間恆指是否能守穩此關鍵位置。
(筆者爲證監會持牌人,並未持有相關股份)~
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