植耀辉: 美股偏软 港股高位见调整
耀才证券研究部总监植耀辉称，美股隔晚走势偏软，新申领失业救济金人数多於预期，加上零售商Walmart展望保守，影响投资市场气氛。最终道指下跌119点，收报31493点，标普500指数下跌17点或0.44%，收报3913点，纳指走势亦欠佳，下跌100点或0.72%，收报13865点。
至於港股昨日则反高潮，开市早段一度再升过百点，不过A股走势转弱，加上多只早前急升之科技股显着回吐，利淡大市气氛；午後腾讯(00700)亦由升转跌，友邦(012999)跌势亦进一步加深，结果恒指以接近每日最低位收市，收报30,595点，下跌489点或1.58%，成交量在北水回归下畅旺，达到2,826.8亿元。
港股升势是否告一段落，现阶段仍言之尚早，毕竟即使计及昨日大市表现，恒指本月仍大升8.2%，年初至今升幅更达到12.4%，所以笔者暂仍视为正常调整而已，何况北水净流入仍达到142.05亿元，腾讯及港交所(00388)等股份则依然有北水净买入，在此重要因素支持下，相信恒指在调整过後仍可造好，但短期则有机会先於30,000-31,000点水平上落。
笔者持有腾讯及港交所股份
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耀才研究部团队：恒指先考验30000点关口即10天线支持
2021年2月19日
隔晚美股三大指数下跌，美国首次申领失业救济人数上周达86.1万人逊预期，为4周最高，前值亦有所上修至按周上升3.6万人，数据意外连升两周拖累市场气氛，道指最多挫327点，沃尔玛季度盈利差过预期，并警告今年销售增长放缓，股价重挫逾6%，为跌幅最大道指成份股；财长耶伦指美国仍需要大型刺激措施，拜登倡议的1.9万亿美元纾困计划有望在一年内助美国经济恢复全面就业，英国亦可能持续使用负利率政策。港股ADR再度下跌过百点，内地股市昨日复市表现不如预期，新经济股普遍受压，一向受捧的Saas股跌幅更一直扩大，短线气氛利淡，加上大市成交金额保持高位，目前先考验30000点关口即10天线支持。
恒指昨日进一步创月内新高，而本月累积波幅已达2786点，波幅已超预期之内，但技术指标MACD亦於假後已发出「双牛」利好讯号，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30500点水平，後市很大可能维持寻顶之旅。
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