植耀輝: 數據遜預期美股續升 港股後市阻力仍大
耀才證券研究部總監植耀輝稱，美股隔晚(29日)繼續有好表現，雖然美國第二季GDP增長6.5%遜於市場預期，但同時意味聯儲局並不急於在現階段「退市」。道指便再升153點，收報35,084點，納指則升15點，收報14,778點，標普500指數亦升18點，收報4,419點。不過企業業績表現則好壞參半，當中焦點股之一Amazon(AMZN.US)季績表現遜預期，股價盤後交易一度大跌7%。
港股方面，在期指結算日出現強勁反彈，恆指以接近全日最高位收市，收報26,315點，上升841點或3.3%，成交金額急增至2,541.2億元。值得一提的是，恆生科技指數急彈8%至6,958點，升幅爲上市以來最多，不過本月計現時仍跌近15%。至於貢獻恆指最大之三隻股份就是「ATM」，三者合共爲恆指貢獻459點；升幅最大則爲阿裏健康(00241.HK)，升幅達到22.7%，但全月計暫仍跌25%。
雖然大市昨日出現顯着反彈，但是否已轉勢現階段仍有待觀察，畢竟市場是否已消化監管消息仍言之尚早，何況大市及不少個股累跌不少並已相當超賣，出現反彈亦屬合理；另外港股通仍持續出現淨流入情況，昨日金額便達到46.18億元。預期港股即使有望延續反彈，但26,800至27,000點，亦即10天及250天線附近相信會有較大阻力。
(筆者爲證監會持牌人，持有Amazon及騰訊股份)
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恆指首要阻力將爲10天線26613點
耀才研究部稱，隔晚(29日)美股三大指數全線向上，美國次季GDP以年率計增長6.5%，遜於預期的8.4%，另外首次申領失業救濟人數減少2.4萬人，至40萬人，仍高過預期的38.5萬人，利空的經濟數據令市場放鬆了聯儲局推行緊縮政策的憂慮，道指及標指創盤中新高。中概股方面，滴滴環球(DIDI.US)傳出私有化，股價曾飆兩成，公司否認後則回穩至收升11.2%。新能源車表現好，特斯拉(TSLA.US)升4.69%，小鵬(XPEV.US)升2.04%；港股ADR回吐逾200點，盈富基金(02800.HK)正式更改章程，指「美國人士」不得申請或購買任何基金單位，恆指首先回試2萬6關口支持。
恆指完成黃金比率一半彈幅至26,250點，不過14RSI最高只得39，未能回覆一般買入動能，首要阻力將爲10天線26,613點。
(筆者爲證監會持牌人)~
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