植耀輝:靜候CPI數據美股個別發展 港股中止「六連跌」
耀才證券研究部總監植耀輝稱,隔晚(14日)美股個別發展,美國12月PPI數據低於預期,投資者關注今晚(15日)公佈之CPI數據。道指及標普500指數上升,納指則偏軟,跌0.23%。
A股昨日出現顯着反彈,當中上綜指全日均保持升勢,最終收報3,240點,上升2.54%;至於深成指早段曾輕微轉跌,不過很快倒升之餘更愈升愈有,結果全日升幅達到3.77%,收報10,165點,重上一萬點關口。兩市成交亦顯着增加,達到1.35萬億元人民幣。
港股亦跟隨A股造好,恆指高開27點後跟隨A股上揚,在「ATM」發力下大市升幅亦不斷擴大,恆指最多曾升至19,318點,升幅達到444點;收市前升幅有所收窄,不過全日計恆指仍升345點或1.83%,收報19,219點,科指亦造好,急升3.1%,報4,352點,大市交投亦相當活躍,全日成交超過1,576.87億元。
港股能中止「六連跌」,其中一個較大因素爲A股有不俗表現,故若A股能持續反彈,則港股亦有望受惠,並伺機重上19,800至20,000點,亦即區間頂部水平。只是在缺乏正面催化劑之情況下,重突破兩萬關關口不易,大市亦將有較大機會維持拉鋸市情況。
(筆者並未持有相關股份)~
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