植耀輝: 美股上揚納指升1.2% 政策衝擊思摩爾(06969.HK)宜觀望
耀才證券研究部總監植耀輝稱，美股隔晚(22日)大致保持升勢，道指反彈超過100點，而在債息回落下，科技股亦繼續有不俗表現，納指上升1.23%，收報13,377點，至於標普500指數亦升27點或0.7%，收報3,940點。
港股昨日變化不大，恆指全日計下跌106點，成交金額亦不足1,350億元。由於投資者仍關注A股以及債息表現，同時騰訊(00700.HK)、小米(01810.HK)及美團(03690.HK)等亦將於本周陸續公布業績，預期亦會左右後市走勢，暫繼續早前看法不變，即預期大市於28,200點至29,500點上落。
股份方面，今日百度(09888.HK)正式於港交所(00388.HK)上市，有關其投資價值筆者未來會再作剖析。另外，中國工業和信息化部及國家煙草專賣局昨日公告，向社會公開徵求意見，研究起草修改《中華人民共和國煙草專賣法實施條例》，增加對電子煙的監管。消息公布後在美上市之霧芯科技(RLX.US)大跌近四成，隔晚收市跌幅更高近48%，相關消息料亦會影響思摩爾(06969.HK)表現，畢竟政策因素對行業打擊較大，加上該股近期走勢較弱，以及受相關消息困擾下，暫不建議入市博撈底，持貨者見反彈亦宜稍作減磅較佳。
(筆者為證監會持牌人，持有騰訊及港交所股份)
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債息回落 納指收升逾1%
耀才研究部稱，隔晚(22日)美股三大指數全線造好，道指收升103點或0.32%，納指表現較好升162點或1.2%。聯儲局主席鮑威爾表示美國經濟復甦程度較預期快，但隔離完全復甦還有很遠，美國10年期國債孳息率由14個月高位回落5個基點，至1.68厘，帶動科技股表現，Tesla(TSLA.US)最多升逾6%，收升2.3%，蘋果(AAPL.US)升3%。另外，中美上周面談後未有達成主要共識，最新美、歐、英及加均以新疆問題為由對中國官員實施制裁，而中國亦做出相應反制措施，投資者需緊貼留意事態發展。港股ADR反彈過百點，將率先挑戰29,000點水平。
從技術上看，恆指至今仍處待變格局，一日恆指仍徘徊於月內高低位，即3月9日低位28,326點至3月3日高位29,912點之間，近日多條移動平均線開始重疊，後市仍然需要等待RSI進一步回升。
(筆者為證監會持牌人)~
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