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張賽娥:中美出招救市的憧憬續為港股支援 @ 2012-09-11T01: Back Hot News
Keyword:港股
Concept:2萬點 , 市場憧憬本周美國
憧憬QE3港股反彈180點午收20068,成交206億元
市場對上周五伯南克於JACKSON HOLE的演說,並無感到失望,反而投資者有更多憧憬,認為美國經濟情況不如預期般失色,以及伯南克或會在本月中的議息會議後,宣布推出更多刺激經濟措施。因此帶動上周五美國錄得90點升幅。在美國股市氣氛好轉下,港股預托證券(ADR)亦普遍錄得升幅,其中兩大重磅股匯豐控股(005)及中國移動(941),在當地收市價較上周五在本港收市價,分別高出0.86%及0.58%。按上周五ADR走勢,預料今日港股可高開約100點。
中國制造業9個月以來首次出現收縮,投資者都憧憬中央會推出刺激措施,令A股及港股都回升,上證昨日升0.57%;港股亦升0.4%,國指升7.2點報9,287.5點。但耀才證券研究部副經理植耀輝表示,中國經濟尋底之路似乎尚未結束,8月份的制造業PMI已跌破50這個榮枯分水嶺,顯示中國第三季度經濟繼續探底,即使中央刻意放水,為股市帶來短暫刺激,但要經濟回復正軌還要一段時間,料19,600至19,800點將為恆指帶來甚大阻力。
內地股市今早開市後造好,深證成指更一度反彈逾1.6%,帶動港股跌幅收窄,且一度轉為微升,惟至10時半匯豐公布8月份中國制造業PMI終值為47.6,跌至41個月低位,港股一度轉弱,惟市場憧憬中央出招刺激經濟下,恆指現升21點報19504,250天線為19588。國企指數在10時正左右率先倒升,現升21點報9301。
《盤後部署》港股二萬點水平整固,各央行放水憧憬升溫

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