植耀輝: 美股個別發展 北水回歸續利港股
耀才證券研究部總監植耀輝稱，隔晚(17日)美股走勢個別發展，美國一月零售銷售數據勝預期，加上資源股造好，道指創新高，不過科技股表現欠佳，拖累納指表現。最終道指上升90點，收報31,613點，標普500指數微跌1點，報3,931點，納指則跌82點或0.58%，收報13,965點。
至於港股，繼續保持近期強勢，昨日再升338點，升破31,000點水平，自新年長假期後之兩個交易日已累升超過911點或3%。至於昨日升市功臣則主要是騰訊(00700.HK)、美團(03690.HK)及港交所(00388.HK)，三者已為大市貢獻155點；另外中資金融股亦有一定貢獻，平安(02318.HK)及建行(00939)便分別上升2.8%及1%。而大市成交依然活躍，達到2,080億元。
今日市場焦點將離不開A股復市以及北水部署方面。由於投資氣氛依然不俗，預期今日A股將有望開出「紅盤」；不過投資者關注的應該是北水會否再大舉流入港股，以現時情況，相信內地資金仍會繼續部署一眾優質藍籌，例如騰訊及美團等，所以仍會大市帶來正面支持，相信恆指仍能繼續做好，並再挑戰年內高位。
(筆者為證監會持牌人，持有騰訊及港交所)
恆指仍處於尋頂之旅
耀才證券研究部團隊稱，隔晚(17日)美股三大指數個別發展，「股神」巴菲特披露上季買入Verizon(VZ.US)及雪佛龍(CVX.US)，兩間公司股價造好，為表現最佳兩隻道指成份股，亦帶動道指逆市上升。近來美國十年期國債息率上升，令資金再度從科技股獲利回吐，但隔晚債息未有馬上突破1.3厘水平，納指跌逾1.7%後跌幅亦逐步收窄。港股ADR個別發展，「黑期」今早(18日)於31,000點關口爭持，舊經濟股於短期後市有望繼續支撐大市。內地股市將於今早復市，市場預料A股亦將會紅盤高開，而北水回復正常，港股日均成交金額能否回復高水平亦將會是關鍵，以假前交投熾熱的氣氛推算，料大市成交金額有望再挑戰3,000億元水平。
恆指昨日進一步創月內新高，而本月累積波幅已達2,786點，波幅已超預期之內，但技術指標MACD亦於假後已發出「雙牛」利好信號，而牛差距亦於過去兩個交易日不斷擴闊，目前後市仍不宜胡亂估頂。短線而言，只要恆指未有修補假前的上升裂口，裂口頂部在30,500點水平，後市很大可能維持尋頂之旅。
(筆者為證監會持牌人)~
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