植耀辉: 美股急挫续利淡後市 港股支持看28,800点
耀才证券研究部总监植耀辉称，美股隔晚(4日)再度急跌，虽然联储局主席鲍威尔在演说中尝试纾缓投资者对加息之阴霾，指联储局未有加息需要，然而仍难缓解投资者对通胀之担忧，美股三大指数再度急跌，纳指跌幅更超过2%，道指及标指亦分别下跌1.1%及1.3%。
至於港股，昨日亦大幅回落，纳指隔晚急挫拖累科技股表现，而A股走势欠佳亦利淡大市气氛，加上午後港股通又再出现净流出情况，令港股反弹乏力，最终恒指下跌643点或2.15%，收报29,236点，恒生科技指数更重挫5.84%，收报8,819点。由年初至今，恒指仍累升约7.36%，至於科指升幅则为4.67%。
由於港股走势仍受制於A股表现以及美国债息因素，可以预期恒指表现将会持续地大幅波动，不过初步而言港股28,800至29,000点继续有不俗支持，故後市於区间上落的机会仍相当高。
另外，部分「北水」爱股如思摩尔(06969.HK)及农夫山泉(09633.HK)等沽压显着，毕竟累积升幅惊人，同时近日亦见「北水」积极出货。除非未来北水重新部署加仓，否则相关股份要重拾升势有一定难度，建议观望会较适合。
(笔者为证监会持牌人，并未持有相关股份)
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恒指下望1月29日低位支持
耀才研究部称，隔晚(4日)美股三大指数先高後低，收市挫1至2%。美国10年期债息略为回落，首次申领失业人数74.5万人数优於预期的75万，道指早段最多曾升191点。联储局主席鲍威尔公开发言中提到在经济条件未满足之前，联储局不会加息，将维持财务状况高度宽松，不认为会将长期利率推高至联储局需要采取强而有力的行动，但言论未有提及联储局即将开启「扭曲操作」的讯号，股市於他发言後跌幅加大，道指最多跌722点，美国10年期债息亦冲高至1.56厘水平。科技股继续成抛售对象，国际油价升4%带领油股逆市上升。全国政协及人大会议今日(5日)继续，留意受惠政策之板块，但科技股仍然会出现较深的调整，不宜过分进取捞底。
从技术分析角度，恒指10天线跌穿20天线造成小型利淡交差，加上14天RSI仍然处於50以下，大市仍然处於调整当中，恒指将先行下试1月29日低位28,259作支持。
(笔者为证监会持牌人)~
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