植耀輝: 舊經濟股造好美股回穩 瑞聲(02018.HK)若反彈可減磅
耀才證券研究部總監植耀輝稱，美股三大指數隔晚(25日)走勢回穩，不過科技股表現仍較失色，舊經濟股則見反彈，最終道指上升199點或0.62%，收報32,619點，標普500指數亦升20點或0.52%，收報3,909點，納指則升0.12%，收報12,977點。
至於港股方面，昨日跟隨外圍低開，恆指一度跌至27,505點，其後在A股見反彈下走勢有所改善，最終收市僅下跌18點，收報27,899點。
中概股特別是第二上市之股份成跌市重災區，百度(09888.HK)大跌9.7%，網易(09999.HK)及萬國數據(09698.HK)亦分別下跌2.3%及4.1%。不過港交所(00388.HK)則有望受惠中概股回歸上市憧憬，股價跌至421元後大幅反彈，最終收報449.6元，上升3.2%。筆者亦傾向認為港交所未來將可受惠相關情況，故持貨者可考慮繼續作中長線持有。
至於業績股方面，騰訊(00700.HK)去年業績符預期，但股價仍大跌2.8%，收報606元；小米(01810.HK)股價亦見疲弱，下跌4.4%，收報23.9元。反而瑞聲(02018.HK)業績表現有驚喜，股價午後靠穩，最終收報39.65元，下跌1.1%。雖然瑞聲跌勢有所喘定，不過行業競爭依然激烈，加上業務發展仍存在不確定性，如股價有力回升至44至45元附近，筆者認為可考慮先行減磅再作觀望。
而大市前景仍未許樂觀，不過本輪大市累積跌幅已不少，故如A股短期走勢有所改善，大市有望出現反彈，但幅度亦未必太多，暫看反彈目標約28,500點水平。持貨較多之投資者，亦可考慮候反彈先行減磅。
(筆者為證監會持牌人，持有港交所、網易及騰訊股份)
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科技股沽壓短線仍未改善
耀才研究部稱，隔晚(25日)美股先跌後回升，美國上周首次申請失業救濟金人數創一年新低，加上聯儲局主席鮑威爾表現將會持續推出支援市場的刺激措施，道指曾跌348點，但在舊經濟股造好帶動下，收市倒升近200點。港股ADR個別發展，多隻中概股於美股繼續捱沽，除牌陰影短線仍未能消除，「黑期」今早(26日)輕微上升50點至27,900點水平，料恆指將會繼續於28,000點水平爭持。A股於短期後市之表現繼續是關鍵因素，上證綜合指數近來反彈乏力，目前較關鍵的支持位已退至3月9日低位3,328點，若此支持位進一步失守，將進一步利淡中港兩地股市表現。
恆指昨日低見27,505點後反彈，但指數至今仍未能重越「頭肩頂」頸線位即28,200點之上，走勢仍屬利淡，短線策略仍以「減持」為主，重貨投資者切記做好風險管理。因以量度跌幅計，恆指右肩幅度大約1,600點，恆指如未能盡快重越10天線之上，反彈過後恆指可能將下試26,700點水平(28,300點-1,600點)。
(筆者為證監會持牌人)~
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