植耀輝: 港股短期難突破 煤炭股靠高息突圍
耀才證券研究部總監植耀輝稱，港股方面，昨日(29日)反覆偏穩，全日計亦僅上升1點而已。整體投資氣氛仍相當審慎，同時雖然舊經濟股份有好表現，但新經濟股沽壓又再度湧現，限制大市表現；此外，上綜指亦未能突破早前提到之3,450點阻力，令大市再次出現拉鋸格局。除非A股出現突破，否則在長假期前夕，成交轉淡之餘亦只會繼續於28,000至29,000點水平上落。
板塊方面，昨日煤炭股受資金追捧，神華(01088.HK)及兗州煤(01171.HK)均有可觀升幅，主要是兩者末期息慷慨之餘，煤價近日有所上升，令投資者憧憬業務會有較表現。筆者一直看淡煤炭股前景，亦認為隨著各國未來加大可再生能源發展，煤炭難有所作為。事實上煤炭能源佔比自2010年約68.2%，逐步降至去年約56%便可見一班。不過在可見一段時間，煤炭在資源佔比仍會是大多數，加上派息理想下，股價短期再升機會相對較高，故可考慮投機性吸納，博短期有一成左右回報。
(筆者為證監會持牌人，並未持有相關股份)
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投資者觀望美國製造業數據以及個別企業業績
耀才研究部稱，隔晚(29日)美股收市個別發展。道指繼續創紀錄新高兼收市新高，收報33,171點，升98點或0.3%，波音(BA.US)升2.3%為最大升幅股份。但美國十年國債息率重上1.7厘之上，拖累納指收報13,059點，跌79點或0.6%。市場關注Archegos Capital斬倉風波，多家銀行發出預警，指Archegos孖展違約，可能令它們造成損失，銀行股普遍下跌。近期市況仍然震盪，尤其新經濟股將跟隨美債息率波動，投資者觀望美國製造業數據以及個別企業業績，藍籌股中以中銀香港(02388.HK)、中行(03988.HK)、中信股份(00267.HK)及萬洲國際(00288.HK)將公佈業績。
恆指近日低見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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