植耀辉: 美股个别发展 北水回归续利港股
耀才证券研究部总监植耀辉称，隔晚(17日)美股走势个别发展，美国一月零售销售数据胜预期，加上资源股造好，道指创新高，不过科技股表现欠佳，拖累纳指表现。最终道指上升90点，收报31,613点，标普500指数微跌1点，报3,931点，纳指则跌82点或0.58%，收报13,965点。
至於港股，继续保持近期强势，昨日再升338点，升破31,000点水平，自新年长假期後之两个交易日已累升超过911点或3%。至於昨日升市功臣则主要是腾讯(00700.HK)、美团(03690.HK)及港交所(00388.HK)，三者已为大市贡献155点；另外中资金融股亦有一定贡献，平安(02318.HK)及建行(00939)便分别上升2.8%及1%。而大市成交依然活跃，达到2,080亿元。
今日市场焦点将离不开A股复市以及北水部署方面。由於投资气氛依然不俗，预期今日A股将有望开出「红盘」；不过投资者关注的应该是北水会否再大举流入港股，以现时情况，相信内地资金仍会继续部署一众优质蓝筹，例如腾讯及美团等，所以仍会大市带来正面支持，相信恒指仍能继续做好，并再挑战年内高位。
(笔者为证监会持牌人，持有腾讯及港交所)
恒指仍处於寻顶之旅
耀才证券研究部团队称，隔晚(17日)美股三大指数个别发展，「股神」巴菲特披露上季买入Verizon(VZ.US)及雪佛龙(CVX.US)，两间公司股价造好，为表现最佳两只道指成份股，亦带动道指逆市上升。近来美国十年期国债息率上升，令资金再度从科技股获利回吐，但隔晚债息未有马上突破1.3厘水平，纳指跌逾1.7%後跌幅亦逐步收窄。港股ADR个别发展，「黑期」今早(18日)於31,000点关口争持，旧经济股於短期後市有望继续支撑大市。内地股市将於今早复市，市场预料A股亦将会红盘高开，而北水回复正常，港股日均成交金额能否回复高水平亦将会是关键，以假前交投炽热的气氛推算，料大市成交金额有望再挑战3,000亿元水平。
恒指昨日进一步创月内新高，而本月累积波幅已达2,786点，波幅已超预期之内，但技术指标MACD亦於假後已发出「双牛」利好信号，而牛差距亦於过去两个交易日不断扩阔，目前後市仍不宜胡乱估顶。短线而言，只要恒指未有修补假前的上升裂口，裂口顶部在30,500点水平，後市很大可能维持寻顶之旅。
(笔者为证监会持牌人)~
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