植耀輝: 美股缺乏方向 恆指料高位整固
耀才證券研究部總監植耀輝稱，美股隔晚(2日)缺乏方向，聯儲局褐皮書顯示，美國經濟於4、5月以較溫和速度擴張，通脹壓力則暫仍未退減；另一方面，科技股及能源股做好，不過原材料及消費類股份表現太失色，三大指數最終亦變化不大。道指微升25點，收報34,600點，標普500指數上升6點，收報4,208點，納指上升19點或0.14%，收報13,756點。
港股方面，恆指昨日走勢反覆，低開53點後跌幅一度擴大，但很快又出現反彈，最高見29,490點，不過升勢無以為繼，午後隨著A股走勢轉弱，加上科技股跌勢亦有所加深，令恆指跌勢加深，收市競價時間出現反彈，但全日計仍跌170點或0.58%，收報29,297點，大市成交金額1,502.3億元。成份股中以藥明生物(02269.HK)表現最差，下跌3%，創科(00669.HK)及蒙牛(02319.HK)跌幅亦達到3%。
至於早前強勢之科技股則個別發展，騰訊(00700.HK)、快手(01024.HK)及美團(03690.HK)變化不大，不過恆生科技指數個別股份跌幅不少，明源雲(00909.HK)便跌近4.5%，微盟(02013.HK)及比亞迪電子(00285.HK)亦下跌超過4%。
當然，以大市走勢而言，港股由5月中低位27,700點附近出現反彈，至今累升不少，加上A股表現亦一般，稍作回調亦正常，只是後市走勢如何，則短期仍要視乎A股表現，以及美國就業數據情況。但正如筆者早前指出，29,400點水平阻力並不輕，而且美國亦快將公布上月就業數據，相信投資觀望氣氛又再變得濃厚，預期大市將繼續於現水平上落，後市暫以29,000點作為好淡之分水嶺。
(筆者為證監會持牌人，持有騰訊股份)
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恆指首個支持位在29,000點關口
耀才研究部稱，隔晚(2日)美股造好，道指已連升第五日，國際油價繼續上升，即使油組維持逐增產安排，亦無阻油價升勢，紐約期油再創32個月新高，石油股亦繼續領漲道指。港股ADR靠穩，「黑期」今早(3日)亦跟隨外圍股市向好，指數今早有望繼續向上試高位。市場目前較關注的是美國就業數據，今晚將會公布有「小非農」之稱的ADP私人職位數據，而周五美國時間公布的非農就業數據將會是市場焦點，料環球股市於短期後市將會繼續維持觀望態度。
恆指走勢方面，指數亦於昨日成功突破4月29日高位29,405點之阻力，指數目前正貼近保力通道頂部之前，只要後市未有出現顯著回落，繼續企穩29,000點關口之上，而隨著通道擴闊，恆指有望於6月上旬向上試高位，目標該有望上試30,000點心理關口。
(筆者為證監會持牌人)~
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