植耀輝:美股觀望CPI數據 港股續區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(11日)個別發展,投資者觀望即將公布之CPI數據表現,納指表現較差,下跌52點或0.4%,道指上升0.29%,標普則變化不大。
至於港股方面,港股在長假期復市後走勢反覆,恆指高開235點後升幅一度擴大至近420點,不過午後曾由升轉跌,受騰訊(00700.HK)及中移動(00941.HK)等重磅股跌幅擴大拖累,然而尾市恆指又再度發力,在多隻成份股造好支持下,恆指最終收報20,485點,上升154點或0.76%。不過,基於短期大市仍缺乏利好催化劑,預期恆指仍只會於20,000至21,000點水平上落。
板塊方面,多間內房股陸續公布上月鎖售數據,當中上月銷售按年急增近9成之中海外(00688.HK)股價升幅便達到4.5%,碧桂園(02007.HK)及碧服(06098.HK)更分別上升超過14.2%及11.5%。不過基於板塊前景似乎仍面對不少挑戰,故不建議大家追貨,若中海外(00688.HK)回落至19元以下水平始再考慮吸納。
另外,中國國家互聯網信息辦公室發布《生成式人工智能服務管理辦法》徵求意見稿,文件要求利用生成式人工智能產品向公眾提供服務前,應先向國家網信部門申報安全評估。投資者擔心監管因素,拖累百度-SW(09888.HK)股價急跌5.4%;騰訊亦跌2.3%。不過相關產業未來發展仍值得看好,股價本輪調整後可再作部署。
(筆者為證監會持牌人,持有騰訊股份)
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美股變化不大 港股觀望氣氛仍濃
耀才研究部稱,在公布CPI數據前夕,隔晚(11日)美股個別發展,納指表現較差,道指及標普500指數則靠穩;至於反映中概股表現之金龍指數亦變化不大,微升0.2%。
至於港股,雖然科技股表現欠佳,但在藍籌股普遍錄得升幅下,恆指最終仍能上升154點,收報20,485點,成交金額1,269億元。內房股表現不俗,不過科技股則個別發展,網信辦發布《生成式人工智能服務管理辦法》徵求意見稿,相關概念股應聲下跌,騰訊(00700.HK)及百度-SW(09888.HK)便下跌近2.3%及5.4%。雖然港股昨日最終能有所反彈,惟在缺乏實質利好消息支持下,預期力度仍相當有限,加上美國亦將公布CPI數據及企業季績期,預期在觀望氣氛持續下,恆指將續於20,000至21,000點作區間上落。
技術走勢方面,恆指昨日一度突破50天線(20,488點)阻力,惟未能企穩,反映該水平阻力不輕,若短期能確認並重上該水平,恆指有望進一步挑戰21,000點關口。
(筆者為證監會持牌人)~
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