植耀輝: 美股走向未明 港股今有望反彈
耀才證券研究部總監植耀輝稱，美股上周五(2月26日)在債息稍見回落下仍維持震盪，道指下跌469點，納指亦見反彈，不過全周計，納指仍大跌4.9%，至於道指及標普500指數則分別下跌1.8%及2.5%。鑑於市場對債息去向存在分歧，預期金融市場仍會相當波勳。
至於港股，上周表現欠佳，美國10年期債息抽升導致外圍股市震盪，加上上調印花稅消息引發個別股份拋售潮，加上A股下跌以及北水出現淨賣出情況，眾多不利消息衝擊港股表現。但不能否認的是，港股不少股份累積升幅頗驚人，因此當市場出現不消息，投資者亦爭相沽貨獲利止賺。由於市場變動似乎有增無減，相信港股短期仍會維持反覆拉鋸格局，並於28,500至29,800點附近上落。
個別股份方面，科技股近日出現大跌，理由主要亦是受到債息抽升以及獲利盤湧現所致。雖然股價大幅下滑，但不少股價年初至今仍累升超過五成，升幅實在不算少矣！所以筆者傾向認為，科技股本輪並非「玩完」，而是急升過後出現回調而已，不過基於短期市況仍反覆，所以如感持貨較多之投資者，不妨趁反彈稍作減磅，至於持貨不多或部署入市者，亦可待市況走勢見明朗後再作部署。
(筆者為證監會持牌人)
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展望本周經濟數據及鮑威爾講話
耀才證券研究部團隊稱，上周五(2月26日)美股繼續震盪，道指收跌469點或1.5%，納指則反彈0.6%。市場繼續觀望美國債息走勢，最新10年期國債息率回落至1.4厘以下，減輕了市場的憂慮。虛擬貨幣比特幣則持續下滑，低見43119美元，比2月21日高位下挫26%。展望本周，聯儲局主席鮑威爾將出席公開場合，留意他對債息變化的回應；美國亦將公布ISM製造業指數以及非農就業數據，市場預期，2月非農業職位增幅為21.8萬個，失業率維持6.3%不變。恆指季檢後加入三隻股份，分別為阿里健康(00241.HK)、龍湖(00960.HK)及海底撈(06862.HK)，恆指成份股增加至55隻，3月12日收市後生效。
港股上周波幅異常，恆指日均波幅接近700點水平，新舊經濟股走勢各異，資金輪動勢頭明顯。但整體來說指數每況愈下，上周更出現黃昏之星現象，假設恆指持續跌穿20天線即保力加通道中軸的話，意味大市此輪升浪將會完結，投資者需格外小心。
(筆者為證監會持牌人)~
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