植耀輝: 美股急挫續利淡後市 港股支持看28,800點
耀才證券研究部總監植耀輝稱，美股隔晚(4日)再度急跌，雖然聯儲局主席鮑威爾在演說中嘗試紓緩投資者對加息之陰霾，指聯儲局未有加息需要，然而仍難緩解投資者對通脹之擔憂，美股三大指數再度急跌，納指跌幅更超過2%，道指及標指亦分別下跌1.1%及1.3%。
至於港股，昨日亦大幅回落，納指隔晚急挫拖累科技股表現，而A股走勢欠佳亦利淡大市氣氛，加上午後港股通又再出現淨流出情況，令港股反彈乏力，最終恆指下跌643點或2.15%，收報29,236點，恆生科技指數更重挫5.84%，收報8,819點。由年初至今，恆指仍累升約7.36%，至於科指升幅則為4.67%。
由於港股走勢仍受制於A股表現以及美國債息因素，可以預期恆指表現將會持續地大幅波動，不過初步而言港股28,800至29,000點繼續有不俗支持，故後市於區間上落的機會仍相當高。
另外，部分「北水」愛股如思摩爾(06969.HK)及農夫山泉(09633.HK)等沽壓顯著，畢竟累積升幅驚人，同時近日亦見「北水」積極出貨。除非未來北水重新部署加倉，否則相關股份要重拾升勢有一定難度，建議觀望會較適合。
(筆者為證監會持牌人，並未持有相關股份)
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恆指下望1月29日低位支持
耀才研究部稱，隔晚(4日)美股三大指數先高後低，收市挫1至2%。美國10年期債息略為回落，首次申領失業人數74.5萬人數優於預期的75萬，道指早段最多曾升191點。聯儲局主席鮑威爾公開發言中提到在經濟條件未滿足之前，聯儲局不會加息，將維持財務狀況高度寬鬆，不認為會將長期利率推高至聯儲局需要採取強而有力的行動，但言論未有提及聯儲局即將開啟「扭曲操作」的訊號，股市於他發言後跌幅加大，道指最多跌722點，美國10年期債息亦衝高至1.56厘水平。科技股繼續成拋售對象，國際油價升4%帶領油股逆市上升。全國政協及人大會議今日(5日)繼續，留意受惠政策之板塊，但科技股仍然會出現較深的調整，不宜過分進取撈底。
從技術分析角度，恆指10天線跌穿20天線造成小型利淡交差，加上14天RSI仍然處於50以下，大市仍然處於調整當中，恆指將先行下試1月29日低位28,259作支持。
(筆者為證監會持牌人)~
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