郭家耀：美CPI超預期減息期望降溫 港股或挑戰22,000阻力
阿思達克 02-13 09:11
港灣家族辦公室業務發展總監郭家耀稱，美股週三(12日)個別發展，美國1月份通脹數據高於預期，市場對減息期望降溫，拖累大市下滑，尾市跌幅稍爲收窄，三大指數收市升跌不一。美元走勢靠穩，美國十年期債息上升至4.62釐水平，金價及油價表現受壓。港股預託證券大致向好，預料大市早段跟隨高開。
內地股市昨日向上，滬綜指低開高走，收市上升0.9%，滬深兩市成交額亦略爲增加。
港股持續強勢，市傳阿里-W(09988.HK)跟蘋果(AAPL.US)合作發展AI，繼續帶動市場氣氛，指數高見21,800點水平，大市成交增加至2,800億元，顯示資金繼續流入。市場氣氛熾熱，AI相關概念股繼續熱炒，預料指數進一步挑戰22,000點阻力，下方支持在21,000點水平。
另國家統計局日前公佈1月居民消費價格指數(CPI)按年上升0.5%，高於市場預期的上升0.4%。其中食品價格上升0.4%，非食品價格上漲0.5%。按月比，1月CPI上升0.7%，其中食品價格升1.3%，非食品價格上升0.6%。1月份，食品菸酒類價格按年升0.6%。食品中，畜肉類價格上漲2.5%，影響CPI上漲約0.08個百分點，其中豬肉價格上漲13.8%，影響CPI上漲約0.17個百分點；鮮菜價格上漲2.4%，影響CPI上漲約0.05個百分點；水產品價格上漲1.2%，影響CPI上漲約0.02個百分點；鮮果價格上漲0.6%，影響CPI上漲約0.01個百分點；糧食價格下降1.4%，影響CPI下降約0.03個百分點。1月份工業生產者出廠價格指數(PPI)按年下跌2.3%，降幅與上月相同；按月比，PPI下降0.2%。國統局表示，1月份受春節因素影響，全國CPI漲幅擴大。扣除食品和能源價格的核心CPI連續第4個月回升，按月上漲0.5%，按年上漲0.6%，漲幅均比上月有所擴大。1月份CPI扭轉近月趨勢，通縮壓力有所舒緩，不過還需要後續數據支持，情況有待觀察。
(筆者爲證監會持牌人仕，本人及相關人士沒持有上述股份)~
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