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植耀輝:納指四連升觀望CPI數據 港股升勢有望維持
耀才證券研究部總監植耀輝稱,隔晚(11日)美股在公布CPI前夕表現理想,納指繼續有好表現,再升1.76%,連升第四個交易日,為去年9月12日以來首次「四連升」,標普500指數及道指亦分別上升1.3%及0.8%。 回說港股方面,受科技股帶動,恆指昨日曾急升超過355點,逼近21,700點水平,午後雖然一度倒跌,但最終仍能維持升勢,收報21,436點,上升104點或0.49%。恆指表現依然不俗,尤其是在阿里-SW(09988.HK)仍能保持強勢下,恆指升浪有望延續;不過畢竟累升不少,加上今日中美將公布CPI數據,在觀望氣氛下,預期恆指將於現水平爭持,如前所述,後市只要守穩250天線,上升趨勢有望維持。 另外,中海油(00883.HK)昨日發公告,指今年公司淨產量目標為6.5億至6.6億桶油當量,全年資本開支預計為1,000億至1,100億元人民幣,集團並重申2022-2024年度全年股息將不低於每股0.7港元,派息比率不會低於四成。由於筆者依然看好油價前景,加上現價計中海油股息率達7厘,仍甚具吸引力,筆者仍會視之為長線投資之選,如股價未來回落至9.5元附近,可考慮吸納並作中長線持有。 (筆者為證監會持牌人,持有中海油股份) ****** 觀望CPI數據 港股料高位拉鋸 耀才研究部稱,隔晚(11日)美股三大指數造好,在CPI公布前夕,波士頓聯邦儲備銀行總裁Susan Collins表示現階段傾向於下次聯儲局會議上支持加息0.25厘,消息利好投資氣氛之餘科技股亦持續造好,納指便升1.76%;至於金龍指數則靠穩,微升0.23%。今晚公布之CPI料對美股會有較大啟示。 港股昨日表現則較反覆,一度逼近21,700點附近,其後回落至21,400點附近,最終收報21,436點,上升104點或0.5%。新經濟股中阿里-SW(09988.HK)及騰訊(00700.HK)保持強勢,但部分早前造好之股份則升勢有所轉弱。由於今日內地及美國將公布一系列經濟數據,在氣氛轉趨觀望下,預期港股將窄幅上落,於21,500點水平拉鋸。 至於技術走勢方面,恆指昨日升至21,686點後調頭回落,陰陽燭圖中高位出現十字星型態,反映上升動力略有不足,不過10天線在升破250天線後仍緩慢向上,短期只要企穩該水平,上升趨勢仍有望維持,暫繼續以21,800點為目標。 (筆者為證監會持牌人)~
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