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植耀輝: 通脹數據符預期美股微升 科網股撐起港股
耀才證券研究部總監植耀輝稱,美股隔晚(12日)微升,美國公佈去年12月消費物價指數(CPI)年增長達7%,爲1982年最高,惟符合市場預期;但另一方面,聯儲局最新公佈之褐皮書顯示,受供應鏈及工人短缺限制下,經濟仍有下行風險,一度令美股調頭回落,不過最終指數仍能錄得升幅。最終道指上升0.11%,收報36,290點,標普500指數上升0.28%,收報4,726點,納指上升0.23%,收報15,188點。 至於港股方面,在科網股急升支持下恆指大升663點或2.8%,收報24,402點,科指更大升近5%。全日成交則達到1,536億元。經昨日之急升,恆指、國指及科指年初至今累積升幅均超過4%。 新經濟股升幅相當誇張,京東(09618.HK)及美團(03690.HK)分別達到11%及9%,其他如網易(09999.HK)、阿裏巴巴(09988.HK)及騰訊(00700.HK)升幅亦達到6%及4.5%。事實上,單計以上五隻股份,已爲恆指貢獻384點;若再計及匯控(00005.HK)及友邦(01299.HK)之31點及63點,則已佔昨日大市升幅之七成!不過內房股則反覆回落,碧桂園(02007.HK)下跌2.7%,中海外(00688.HK)亦跌超過1%。 經昨日進一步反彈,恆指目前已重上50天線(24,046點)水平,走勢亦似會進一步轉強,不過升當集中於新經濟股身上,相關股份亦未見有特別利好消息;加上由本輪低位22,709點計短短五個交易日已反彈1,500點,所以對後市是否有力再上相當有保留,暫看24,000點支持已否能企穩。 (筆者爲證監會持牌人,並未持有相關股份) ************** 恆指下一個阻力位已上移至100天線 耀才研究部稱,隔晚(12日)美股三大指數先升後回順,美國上月CPI升幅達7%符合市場預期,市場初段無懼通脹壓力,美債孳息下跌,但其後總統拜登發表言論指認爲物價漲幅仍然太大,擠壓了家庭預算,美股升幅顯着回落,美指盤中曾漲201點,收市美股最終僅微升0.1至0.2%。港股ADR則持續上升,中概股表現持續理想,支持恆生指數夜期昨晚一度高見24,568點,恆指今早(13日)有望高開150點左近。目前市場繼續憧憬多項利淡因素將會逐漸改善,例如科網監管及內房債務問題等,導致年初至今一衆科技股及內房股均出現大上大落之狀況,參與其炒作的投資者宜密切留意上述消息面的變化,料相關板塊於短期後市仍會較爲波動。 技術走勢來看,恆指昨日裂口高開至50天線之上,再以「大陽燭」抽升,令整個技術走勢進一步轉好,指數於短期後市更有望打突破2021年以來展開的浪低於浪之格局,目前阻力位已上移至100天線24,650點。如恆指能於短期後市繼續企穩於50天線或去年12月份高位24,385點之上,短線走勢仍屬樂觀。 (筆者爲證監會持牌人)~
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