植耀輝: 美股反彈後市續波動 本周焦點騰訊(00700.HK)季績
耀才證券研究部總監植耀輝稱，美股上周五(14日)造好，受科技及能源股帶動，三大指數均錄得升幅，當中納指急升304點或2.32%，道指亦升超過1%。不過全周計，三大指數仍要下跌，道指及標普累跌1%，納指表現更失色，累跌2.3%之餘，更是連續第四個星期下跌。事實上隨著通脹預期升溫，經濟數據表現以及疫情變化但無可避免地令金融市場更為波動。
至於港股，上周五在友邦(01299.HK)急升下造好，恆指亦重上28,000點水平，最終收報28,027點，上升308點，不過全周計仍下跌逾2%。展望本周，投資者仍需關注美股以及A股表現，特別是北水動態，當然部分權重股如友邦能否維持強勢亦值得關注，畢竟上周五單一隻友邦，便為大市貢獻超過170點。預期港股暫將繼續於28,000點水平上落，但同時須留意一旦外圍再大幅波動，恐怕大市或會下試27,500點水平。
股份方面，新經濟股依然捱沽，特別是美團(03690.HK)及阿里巴巴(09988.HK)，兩者上周便分別累跌13.7%及近7%。當然其他新經濟股走勢亦欠佳，剛公布首季業績之嗶哩嗶哩(09626.HK)便大跌12.7%，快手亦累跌9.2%，騰訊(00700.HK)相對硬淨，但上周亦要跌近3%，並一度考驗250天線支持。由於新經濟股走勢未見太大改善，加上美國科技股亦見反覆，同時投資者亦擔心相關政策風險，相信短期內新經濟股走勢仍會較偏弱。當然本周另一關注點為騰訊季績，筆者預期表現仍會相當不俗，已持貨量仍可考慮繼續持有。
(筆者為證監會持牌人，持有友邦及騰訊股份)
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港股暫將繼續於28,000點水平上落
耀才研究部稱，美股上周連續兩個交易日出現反彈，然而全周計，道指與標指分別累跌1.1%與1.4%；納指跌幅更達到2.3%，連續四星期錄得跌幅，屬去年8月以來最長。耐用消費品類、金融類與原材料類表現較佳，非必須消費品與科技類則較失色。本周焦點將是藍籌業績與聯儲局上月議息紀錄。
至於港股，上周五在友邦(01299.HK)急升下造好，恆指亦重上28,000點水平，最終收報28,027點，上升308點，不過全周計仍下跌逾2%。展望本周，投資者仍需關注美股以及A股表現，特別是北水動態，當然部分權重股如友邦能否維持強勢亦值得關注，畢竟上周五單一隻友邦，便為大市貢獻超過170點。預期港股暫將繼續於28,000點水平上落，但同時須留意一旦外圍再大幅波動，恐怕大市或會下試27,500點水平。
技術上來看，恆指暫時守住3月份年內低位27,505點關口，但仍處於5天線下方，若後市能有效向上突破，將有機會重回橫行長方型之格局，關注28,300點阻力。
(筆者為證監會持牌人)~
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