植耀輝: 納指標普再破頂 港股續維持拉鋸
耀才證券研究部總監植耀輝稱，美股隔晚(28日)個別發展，投資者觀望本週五(7月2日)非農就業數據。道指偏軟，科技股則續見追捧，當中Facebook(FB.US)市值突破萬億美元，成爲繼蘋果(AAPL.US)、Amazon(AMZN.US)、Microsoft(MSFT.US)及Alphabet(GOOGL.US)後第五間。納指及標普500指數續創新高。最終道指下跌150點或0.44%，收報34283點，標普500指數上升0.23%，收報4,290點，納指升近1%，收報14,500點。
港股方面，由於黑雨關係只得半日市，至於恆指全日上落不大，波幅僅得185點，最終亦僅下跌19點，收報29,268點，成交金額1,016億元。體育用品股繼續是市場焦點，李寧(02331.HK)受盈喜消息支持，股價一度大升27%，收市亦升13.6%；安踏(02020.HK)及特步(01368.HK)亦分別上升5.5%及10.5%。科技股則個別發展，騰訊(00700.HK)微跌0.5%，小米(01810.HK)亦跌0.4%，不過阿裏巴巴(09988.HK)則升近3%。
後市走勢方面，港股早前由28,200至28,300點反彈至現水平，累積升幅已近千點，加上29,500點阻力不輕，故短期要再作突破似乎不易，預期港股將繼續於早前提到之28,500至29,500點上落。
(筆者爲證監會持牌人，持有Amazon、Microsoft、Alphabet及騰訊股份)
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恆指能否突破29,500點成關鍵
耀才研究部稱，隔晚(28日)美股個別發展，道指跌過百點，納指及標普500指數再創紀錄新高兼收市新高。歐洲爲防止傳播力極強的Delta變種病毒，葡萄牙、西班牙和德國紛紛發佈新一輪旅遊限制，加上市場預計OPEC+可能在即將召開的會議上做出增產決定，國際油價跌逾1%，拖累能源股表現。美國10年期國債息率下跌4.76個基點，報1.4765%，則支持了科技股的表現。熱炒新股奈雪的茶(02150.HK)公佈招股結果，以招股價上限的每股19.8元定價，一手中籤率8%，抽40手穩獲一手，股份將於明日(30日)在主板掛牌。
近日恆指成功企穩保力加通道中軸上(28,850點)，有望擺脫弱勢而重新走強，但未有催化劑突破自三月起的橫行區間頂部即29,500點，一但恆指仍未突破通道之頂部或底部，即28,300點至29,500點區間，中期後市仍缺乏明確方向。
(筆者爲證監會持牌人)~
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