植耀輝: 季業理想美股續造好 惟港股弱勢未改
耀才證券研究部總監植耀輝稱，美股隔晚(21日)繼續有不俗表現，企業季績表現亮麗，加上科技股普遍造好，道指連升第二個交易日，並已幾乎收復周一(19日)大跌超過700點之失地。最終道指上升286點或0.83%，收報34,798點，納指及標普500指數分別上升0.82%及0.92%，收報4,358點及14,631點。值得留意的是，三大指數現時距離歷史高位亦僅差1%之遙。
港股昨日再度考驗低位支持。恆指早段跟隨美股高開，但科技股沽壓再現，恆指很快又倒跌之餘，跌幅亦不斷擴大，250天線及27,000點關口亦一度失守。幸好午後A股表現理想，加上個別強勢藍籌越升越有，令港股跌幅收窄，最終恆指收報27,224點，下跌34點，成交金額1,568.6億元。
成份股中以舜宇(02382.HK)及比亞迪(01211.HK)表現最佳，升幅均超過6%，港交所(00388.HK)亦見追捧，升2.7%。至於被股東減持之藥明生物(02269.HK)下跌4.5%，小米(01810.HK)亦跌2.7%。值得一提的是，近期強勢之股份繼續有資金追捧，贛鋒鋰業(01772.HK)大升14%，新特能源(01799.HK)亦升12%。
雖然港股最終仍能穩守250天線及27,000點，惟港股勢頭仍弱，特別是北水持續大手沽售新經濟股，加上投資氣氛仍相當審慎，故除非後市有利好港股之消息，否則恆指恐怕仍會有較大機會下試26,800點水平。
(筆者為證監會持牌人，並未持有相關股份)
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恆指能否連續三天守住250天線成關鍵
耀才研究部稱，隔晚(21日)美股連續第二日反彈，道指已完全收復周一(19日)的跌幅，距離歷史紀錄高位35091點僅落後0.83%。油價彈超過4%，紐約期油重上70美元關口，市場暫時放鬆了對疫情的憂慮，轉移關注業績股份，可口可樂(KO.US)次季業績勝預期，同時調高全年業績指引，帶動股價破頂；Netflix(NFLX.US)用戶增長進一步放緩，拖累股價挫3.28%。據外電統計，迄今已公布業績的標指成份企業中，85%表現勝預期。造車新勢力集體上漲，小鵬(XPEV.US)、蔚來(NIO.US)及理想(LI.US)均升5%以上，新能源車股持續受追捧。不過科網股繼續受壓，北水昨日再度大量沽出騰訊(00700.HK)及美團(03690.HK)，該等股份何時能扭轉弱勢仍然為未知之數。
恆指連續兩天在250天線27,162點關口失而復得，最終能否站穩成關鍵，目前10天線阻力正在下移，短期後市較為爭持。假如反彈力度足夠的話，有望造成小雙底型態以繼續反彈。
(筆者為證監會持牌人)~
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