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郭家耀:美國通脹放緩美股急升 港股或上試19,500阻力
阿思達克 01-16 08:54
港灣家族辦公室業務發展總監郭家耀稱,美股週三(15日)大幅上升,美國最新通脹數據放緩,債息由高位下滑,刺激大市急升,三大指數均錄得顯着升幅收市。美元走勢回落,美國十年期債息下滑至4.65釐水平,金價及油價顯着向好。港股預託證券大致向上,預料大市早段跟隨外圍高開。 內地股市昨日下跌,滬綜指高開低走,收市下跌0.4%,滬深兩市成交額亦有所縮減。 港股低位有所反彈,指數企穩19,000點水平,整體成交保持清淡。外圍債息回落,有利市場氣氛,投資者觀望內地更多政策消息,預料指數有望上試19,500點阻力,下方支持在18,800點附近。 另海關總署公佈,以美元計,內地去年12月出口上升10.7%,優於市場預期。進口上升1%,亦優於市場預期,貿易順差1,048.4億元。2024年全年,以美元計,進出口總值6.16萬億美元,按年增長3.8%。其中出口3.58萬億美元,增長5.9%;進口2.59萬億美元,增長1.1%。全年貿易順差9,921.6億美元。海關總署表示,內地對歐盟、美國等傳統市場保持增勢。歐盟是中國消費品第一大進口來源地,也是中國機電產品第一大出口市場,2024年雙邊貿易增長1.6%,其中對法國、西班牙、匈牙利分別增長2%、4.5%、12.9%。同期,中美貿易增長4.9%,與中國貿易整體增速基本持平。關於今年的進口,海關總署認爲增長空間仍大。隨着國內需求全方位擴大,自主開放、單邊開放有序擴大,中國大市場必將爲世界提供更大機遇和更多選擇。當然,市場正觀望美國總統特朗普上場後,關稅政策對中美貿易的影響,對今年中國貿易表現有至關重要影響。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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