植耀輝: 美股微升觀望就業數據 港股表現還看A股
耀才證券研究部總監植耀輝稱，美股隔晚(29日)微升，主要是經濟數據理想所致，不過投資者較關注本週稍後時間公佈之就業數據情況，故氣氛亦稍爲觀望。當中道指微升9點，收報34,292點，標普上升1點，收報4,291點，納指則升27點，收報14,528點。
另外，不經不覺第二季亦快將完結，截至執筆一刻恆指第二季暫累升616點，不過高低波幅不足1,800點，而單計本月亦只得約1,300點上落。當然後市最大變數離不開美國息口去向、全球疫情進展以至A股表現。筆者認爲美國通脹情況不容忽視，亦預期可能需更快開始加息，但同時亦要兼顧疫情的不確定性以及對經濟的潛在打擊，所以在息口問題上，預期聯儲局仍傾向採取「拖字訣」策略，亦因此而增添大市波動性。
當然，從較好方面看，如A股走勢能有所改善，對港股亦相對有利，畢竟近年港股與A股之關連性較外圍緊密得多。的確A股近期表現有所轉強，港股氣氛亦隨即見有改善。不過短期要留意在半年結後內地流動性會否又再顯着收緊，畢竟此舉對內地股市屬利淡；恆指則先看能否突破29,500點水平。至於板塊方面，則仍較看好受惠運費價格高企之航運股，以及疫情後復甦概念之零售股。
(筆者爲證監會持牌人，並未持有相關股份)
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恆指首要支持位100天線即28,972點
耀才研究部稱，隔晚(29日)美股三大指數收市微升，標指納指再創收市新高。美國聯儲局取消銀行業派息和回購限制，大型銀行紛紛宣佈增加派股息，銀行股有追捧，摩根士丹利(MS.US)及高盛(GS.US)股價分別漲3.31%及1.11%。中國將公佈6月份官方PMI數據，同時外電指中國外交部官員最近討論了安排國家主席習近平和美國總統拜登於10月份的G20會議中會晤的可能性，留意A股能否靠穩爲市況帶來支持，港股ADR反彈過百點重返29,000關口之上，恆指首要支持位100天線即28,972點。奈雪的茶(02150.HK)今日首掛，昨日於暗盤出現跌穿招股價的情況，關注股價表現。
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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