植耀輝:標普納指再創新高 恆指兩萬關阻力大
耀才證券研究部總監植耀輝稱,美國最新公佈之就業數據優於預期,上週五(6日)美股三大指數個別發展,道指下跌0.28%,標普500指數及納指則分別上升0.25%及0.8%,兩者連升三星期之餘亦同創歷史新高。本週美國亦將公佈CPI數據,表現對聯儲局息口去向會有更大啓示。
A股方面,上週五全線指數均有好表現,上綜指升超過1%,深成指亦升1.47%,交投則有所反彈,兩市成交金額接近1.8萬億元人民幣。全周計,上綜指升2.33%,深成指則升近1.7%,兩者均爲連續第二個星期上升。本週焦點爲早前傳聞將於本週三(11日)舉行之中央經濟工作會議,若有更有政策相關消息,對A股或會有一定提振。
港股上週五亦有好表現並全日保持升勢。恆指高開51點後早段變化不大,但隨着A股發力,加上「ATM」及中資金融股造好,恆指午後最高曾升至19,934點,收市前升幅有所收窄,不過全日計恆指仍升305點或1.56%,收報19,865點,科指升幅更達到2.16%,收報4,464點,全日成交因成份股下週一變動關係急增至約1,628億元水平。
至於本週表現,今日(9日)內地將公佈CPI/PPI數據,另投資者亦將繼續觀望有關中央經濟工作會議之消息。恆指上週五初見突破,惟相信2萬點關口阻力不低。
(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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