植耀辉: 债息回落美股急升 港股表现还看北水
耀才证券研究部总监植耀辉称，美股隔晚(1日)表现理想，债息回落加上科技股大幅反弹，三大指数均有可观升幅，当中道指上升603点或1.95%，收报31,535点，标普500指数亦升90点或2.38%，收报3,901点，纳指升幅更大，上升396点或3%，收报13,588点。
至於恒指方面，经过上周大跌後昨日走势稍为有所改善，加上美股隔晚急升，或有助港股今日(2日)进一步反弹，只是後市展望仍较不明朗，单是债息未来去向已令投资者大伤脑筋。不过笔者却较关注北水动态，特别是昨日虽然大市反弹，但港股通资金净流入不足一亿港元。过往北水被视为有利港股之其中一个重要因素，所以相关情况仍要加倍留意。至於大市行情，则预期将继续於29,000至30,000点水平上落。
股份方面，蓝筹新贵表现不俗，阿里健康(00241.HK)、龙湖集团(00960.HK)及海底捞(06862.HK)便分别上升9.4%、3.7%及8.2%。短期由於受到被动式基金追货，相信股价仍有上升可能；值得留意的是，下次成份股季检将采取优化建议後之方式，意味将有更多具资格股份被纳入成份股之列，故不妨先行部署其他「大热」，包括京东健康(06618.HK)等大市值或行业龙头股份。
(笔者为证监会持牌人，并未持有相关股份)
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业绩股之表现将成市场焦点
耀才证券研究部团队称，隔晚(1日)美股显着反弹，美国10年期国债息率回落，加上众议院顺利通过1.9万亿美元新纾困方案，刺激美股造好，纳指大升3%，道指升幅亦接近2%。港股ADR亦普遍上升，「黑期」预示恒指今早(2日)将先行高开200点以上。恒指短期後市有望继续出现技术反弹，而市况较大可能维持炒股不炒市的现象，个别业绩股或盈喜股之表现将成焦点。海底捞(06862.HK)发盈警，料去年净利润跌9成，但投资者宜留意公司於下半年已顺利扭亏为盈，股价於短期後市有望继续受追捧。另外，JS环球生活(01691.HK)发盈喜，料全年综合盈利增幅增至不少3.85亿美元，股价今日有望继续受到资金追捧。
港股今日有望裂口高开维持反弹势头。从小时图上看，恒指短线阻力位在29,600点，而技术指标MACD已转发「熊牛」之利好讯号，只要此势头不变，短线有望续处技术反弹阶段中。
(笔者为证监会持牌人)~
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