13/06/2024

比比星期四｜解讀議息結果及最新CPI｜港股萬八關攻防戰下站點走？

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嘉賓：凱基亞洲投資策略部主管　溫傑

　　美國5月CPI升幅放緩，市場一片歡呼，隨後聯儲局議息後一如預期宣布維持利率不變，不過局內官員調低今年減息次數預測至1次。主席鮑威爾會後稱通脹放緩，但仍然太高，今年以來的通脹數據，還不足以給聯儲局減息的信心。議息結果及CPI對利率走向有何啟示？港股連跌3個交易日後，險守50天線後，半日(13日)最多反彈235點，好淡雙方再次在萬八關角力，如何判斷恒指的支持位？美國議息後對港股影響有多大？歐盟公布對中國電動車企的反補貼調查初步結果，表明與中方的商討如未能找出有效解決方案，將由七月初起徵收最多三成八的臨時關稅。比亞迪(01211)只被歐盟加徵稅率17.4%，低於其他同行，股價急升最多近一成，為半日表現最好藍籌，反映加徵關稅的象徵意義大於實際意義？對新能能源車企的打擊有多大？

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