植耀辉: 市况变数仍多 宜续静观其变
耀才证券研究部总监植耀辉称，大市本轮之波动实在令投资者吃不消，皆因个股每日波幅动辄超过一成，而且不少更已由高位回落超过三至四成，故虽然昨日受「国家队」进场消息而令中港股市回稳，但後市仍充满变数，尤其是债息去向为不明朗，故策略上亦只宜继续静观其变会较好。
另外，若论近年其中一种最具争议之投资工具，加密货币(Cryptocurrency)必然是其中之一。包括笔者在内较保守之投资者，对其投资价值一直存疑；不过当一种投资产品能产生丰厚回报，自会有其吸引力。事实上不只个人，就连企业也会沾一沾手。Tesla(TSLA.US)早前已高调宣布投入15亿美元於加密货币，另一企业软件公司MicroStrategy MSTR(MSTR.US)更已动用超过20亿美元於Bitcoin身上，而挪威石油公司Aker早前亦宣布成立子公司并斥资约5,800万美元，投资与加密货币及区块链相关产业。
本地亦有公司想趁此分一杯羹，美图公司(01357.HK)早前便发通告，宣布透过一项「加密货币投资计划」投资Bitcoin及Ether。笔者重申，对加密货币认识不深，亦不懂如何评价其价值，只是如若某公司卖点原来在於其持有/投资某某加密货币的话，那倒不如由自己直接买好过。
(笔者为证监会持牌人，并未持有相关股份)
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今晚美国10年期国债拍卖反应将成关键
耀才研究部称，隔晚(9日)美股个别发展，美债息率从高位回落，带动科技股显着反弹，TESLA股价大升19%，纳指升幅接近3.7%。不过，道指盘中曾升逾三百点，但尾市升幅几乎蒸发，新旧经济股表现仍继续各异。港股ADR亦是如此，美团(03690.HK)、比亚迪(01211.HK)及京东(09618.HK)升幅较为显着，而汇控(00005.HK)ADR则逆市下跌，恒指今早(10日)有望高开300点以上，从上29,000点关口。短线而言，留意今晚美国拍卖的十年期国债反应，此拍卖的反应较为关键。另外，A股於短期後市能否跌势喘定亦是关键，内地流动性紧张亦很大可能限制港股表现。
恒指昨日先跌後回升，但至今仍未能确认恒指已扭转跌势。从小时图上看，恒指至今仍处於一道下降通道之中，一日恒指未能重上保力加通道之中轴上(暂在28,900点)，指数仍存在反覆寻底之威胁，而恒指需要一试保历加通道之顶部，才有望扭转整个下降趋势，即指数要突破29,500点关口之上，才能确认回稳讯号。
(笔者为证监会持牌人)~
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