植耀輝: 加息預期降溫美股揚 港股暫難走出困局
耀才證券研究部總監植耀輝稱，雖然上周美國公布之4月非農就業數據遠遜預期，但反而令投資者相信減緩聯儲局加息壓力，美國三大指數上周五(7日)均錄得升幅，當中道指上升229點或0.66%，收報34,777點，標普500指數亦升30點或0.74%，收報4,232點，納指反彈0.88%，收報13,752點。全周計，道指累升2.7%，標普500指數亦扭轉連續兩周跌勢，累升1.2%，不過納指表現仍較差，累跌1.5%。
港股方面，恆指上周表現一般，下跌114點，但未能反映大市整體表現，事實上上周不少板塊跌勢顯著，科技股便錄得顯著跌幅，單是恆指科技指數一周便累跌4.3%，另外汽車股表現亦差，吉利(00175.HK)下跌4.6%，比亞迪(01211.HK)更下跌9.6%。新能源股跌幅更驚人，信義光能(00968.HK)一周累跌達21%，福萊特玻璃(06865.HK)更大跌27%。
至於本周情況亦不太樂觀，A股走勢持續積弱，同時本周尚有多個重要內地數據公布，對大市亦會有相當大啟示；正如早前指出，A股勢弱或會影響北水流入情況，而上周北水亦連續兩日出現資金淨流出情況，故如A股未能重上3,450點阻力，港股氣氛亦難免受到影響。預期恆指或會繼續缺乏方向，於28,000至29,000點上落，市況亦會維持炒股不炒市格局，當炒板塊如航運及資源相關股仍會受資金追捧，惟新經濟股及汽車股則受制政策或行業消息而仍難走出困局。
(筆者為證監會持牌人，並未持有相關股份)
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本周起多間科網公司將陸續公佈季績
耀才研究部稱，上周五(7日)美股三大指數造好，雖然美國4月非農就業增長僅增加26.6萬，遠遜於預期的97.8萬及上月的91.6萬，加上財長耶倫懷疑美國沒有進入通脹周期，稱薪資增長還沒有大幅加快，令投資者暫時預期美國將維持寬鬆貨幣政策，利好股市。展望本周，美國將公佈重要通脹數據CPI，市場預期按年升3.6%，多位聯儲官員亦於其後發表公開演說，將對聯儲局日後的貨幣政策取態有重要參考性。另外一批重磅公司將公佈財報，包括美股的迪士尼(DIS.US)及其他旅遊娛樂類股份，港股方面一眾科技股將陸續開始公佈季績，包括阿里(09988.HK)、B站(09626.HK)、中芯(00981.HK)及華虹(01347.HK)等，將為恆生科指及整個大市氣氛有前瞻性作用。
恆指近日重返100天線之水平，加上成交漸有增加，令恆指保持於保力加通道之內上落，此通道暫在28,429點至29,268點之間。維持較早前看法，如恆指不能於短期後市站穩100天線，則宜慎防後市將會繼續調整，假若RSI能配合重返50水平，則屬利好之形態有望繼續反彈至區間高位。
(筆者為證監會持牌人)~
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