植耀辉: 加息预期降温美股扬 港股暂难走出困局
耀才证券研究部总监植耀辉称，虽然上周美国公布之4月非农就业数据远逊预期，但反而令投资者相信减缓联储局加息压力，美国三大指数上周五(7日)均录得升幅，当中道指上升229点或0.66%，收报34,777点，标普500指数亦升30点或0.74%，收报4,232点，纳指反弹0.88%，收报13,752点。全周计，道指累升2.7%，标普500指数亦扭转连续两周跌势，累升1.2%，不过纳指表现仍较差，累跌1.5%。
港股方面，恒指上周表现一般，下跌114点，但未能反映大市整体表现，事实上上周不少板块跌势显着，科技股便录得显着跌幅，单是恒指科技指数一周便累跌4.3%，另外汽车股表现亦差，吉利(00175.HK)下跌4.6%，比亚迪(01211.HK)更下跌9.6%。新能源股跌幅更惊人，信义光能(00968.HK)一周累跌达21%，福莱特玻璃(06865.HK)更大跌27%。
至於本周情况亦不太乐观，A股走势持续积弱，同时本周尚有多个重要内地数据公布，对大市亦会有相当大启示；正如早前指出，A股势弱或会影响北水流入情况，而上周北水亦连续两日出现资金净流出情况，故如A股未能重上3,450点阻力，港股气氛亦难免受到影响。预期恒指或会继续缺乏方向，於28,000至29,000点上落，市况亦会维持炒股不炒市格局，当炒板块如航运及资源相关股仍会受资金追捧，惟新经济股及汽车股则受制政策或行业消息而仍难走出困局。
(笔者为证监会持牌人，并未持有相关股份)
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本周起多间科网公司将陆续公布季绩
耀才研究部称，上周五(7日)美股三大指数造好，虽然美国4月非农就业增长仅增加26.6万，远逊於预期的97.8万及上月的91.6万，加上财长耶伦怀疑美国没有进入通胀周期，称薪资增长还没有大幅加快，令投资者暂时预期美国将维持宽松货币政策，利好股市。展望本周，美国将公布重要通胀数据CPI，市场预期按年升3.6%，多位联储官员亦於其後发表公开演说，将对联储局日後的货币政策取态有重要参考性。另外一批重磅公司将公布财报，包括美股的迪士尼(DIS.US)及其他旅游娱乐类股份，港股方面一众科技股将陆续开始公布季绩，包括阿里(09988.HK)、B站(09626.HK)、中芯(00981.HK)及华虹(01347.HK)等，将为恒生科指及整个大市气氛有前瞻性作用。
恒指近日重返100天线之水平，加上成交渐有增加，令恒指保持於保力加通道之内上落，此通道暂在28,429点至29,268点之间。维持较早前看法，如恒指不能於短期後市站稳100天线，则宜慎防後市将会继续调整，假若RSI能配合重返50水平，则属利好之形态有望继续反弹至区间高位。
(笔者为证监会持牌人)~
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