植耀輝: 不明因素多 港股後市續拉鋸
耀才證券研究部總監植耀輝稱，美股上周五(23日)表現不俗，樓市數據表現理想稍為緩解投資者對拜登政府有意加稅之擔憂，美股三大指數均上揚，當中以納指升幅最大，達到1.4%，道指及標普則分別上升0.7%及1.1%。
港股方面，恆指上周五在新經濟股支持下上升323點，突破29,000點水平並企穩，全周計亦升109點，為連續第二個星期上升，走勢略為見有改善，不過大市是否已重拾上升動力則言之尚早，當然上綜指企穩3,450點亦可視為其後市其中一個較利好指標，只是外圍市況依然波動，印度疫情大爆發令環球經濟復甦路變得舉步維艱，另外聯儲局本周亦將舉行議息會議，在外圍仍有較多變數下，整體看法仍未敢過於樂觀。另外，本周開始陸續會有大型企業公布首季業績，當中便包括匯控(00005.HK)及港交所(00388.HK)，表現亦會對後市有一定啟示。預期港股暫將維持上落格局，於28,500至29,500點水平徘徊整固。
(筆者為證監會持牌人，並未持有相關股份)
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港股未能突破 留意美國議息會議及業績
耀才研究部稱，上周五(23日)美股先低後高，標普及納指均收升逾1%，美國4月Markit製造業和服務業PMI增速創下2009年有紀錄以來新高，分別報60.6及63.1，經濟活動持續復甦，刺激了商品價格的走勢，國際銅價收市創逾九年新高，並錄得連續第三周上升。紐約5月期銅收市漲1.49%，每磅報4.336美元，為2011年8月以來最高水平。上周累計升約4%。
展望本周，聯儲局將舉行一連兩天議息會議，留意官員對通脹壓力的看法。另一方面，白宮將宣布另一輪經濟刺激計劃，有關鍵民主黨參議員反對拜登的2.3萬億基建計劃，而且投資者仍在觀望其加稅計劃能否得以通過。除此之外多間科技龍頭亦會公佈季績，關注對下季業務的指引，將為本港產業鏈帶來啟示。
恆指上周反覆於20天線至50天線間橫行上落，但如前文所述，指數較關鍵的支持位乃100天線，該平均移動線已上移至28,436點水平左近，相信只要恆指未有正式跌穿此關，目前對後市之看法仍不宜過分悲觀。
(筆者為證監會持牌人)~
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