植耀辉: 美股走向未明 港股今有望反弹
耀才证券研究部总监植耀辉称，美股上周五(2月26日)在债息稍见回落下仍维持震荡，道指下跌469点，纳指亦见反弹，不过全周计，纳指仍大跌4.9%，至於道指及标普500指数则分别下跌1.8%及2.5%。监於市场对债息去向存在分歧，预期金融市场仍会相当波勳。
至於港股，上周表现欠佳，美国10年期债息抽升导致外围股市震荡，加上上调印花税消息引发个别股份抛售潮，加上A股下跌以及北水出现净卖出情况，众多不利消息冲击港股表现。但不能否认的是，港股不少股份累积升幅颇惊人，因此当市场出现不消息，投资者亦争相沽货获利止赚。由於市场变动似乎有增无减，相信港股短期仍会维持反覆拉锯格局，并於28,500至29,800点附近上落。
个别股份方面，科技股近日出现大跌，理由主要亦是受到债息抽升以及获利盘涌现所致。虽然股价大幅下滑，但不少股价年初至今仍累升超过五成，升幅实在不算少矣！所以笔者倾向认为，科技股本轮并非「玩完」，而是急升过後出现回调而已，不过基於短期市况仍反覆，所以如感持货较多之投资者，不妨趁反弹稍作减磅，至於持货不多或部署入市者，亦可待市况走势见明朗後再作部署。
(笔者为证监会持牌人)
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展望本周经济数据及鲍威尔讲话
耀才证券研究部团队称，上周五(2月26日)美股继续震荡，道指收跌469点或1.5%，纳指则反弹0.6%。市场继续观望美国债息走势，最新10年期国债息率回落至1.4厘以下，减轻了市场的忧虑。虚拟货币比特币则持续下滑，低见43119美元，比2月21日高位下挫26%。展望本周，联储局主席鲍威尔将出席公开场合，留意他对债息变化的回应；美国亦将公布ISM制造业指数以及非农就业数据，市场预期，2月非农业职位增幅为21.8万个，失业率维持6.3%不变。恒指季检後加入三只股份，分别为阿里健康(00241.HK)、龙湖(00960.HK)及海底捞(06862.HK)，恒指成份股增加至55只，3月12日收市後生效。
港股上周波幅异常，恒指日均波幅接近700点水平，新旧经济股走势各异，资金轮动势头明显。但整体来说指数每况愈下，上周更出现黄昏之星现象，假设恒指持续跌穿20天线即保力加通道中轴的话，意味大市此轮升浪将会完结，投资者需格外小心。
(笔者为证监会持牌人)~
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