植耀辉: 港股短期难突破 煤炭股靠高息突围
耀才证券研究部总监植耀辉称，港股方面，昨日(29日)反覆偏稳，全日计亦仅上升1点而已。整体投资气氛仍相当审慎，同时虽然旧经济股份有好表现，但新经济股沽压又再度涌现，限制大市表现；此外，上综指亦未能突破早前提到之3,450点阻力，令大市再次出现拉锯格局。除非A股出现突破，否则在长假期前夕，成交转淡之余亦只会继续於28,000至29,000点水平上落。
板块方面，昨日煤炭股受资金追捧，神华(01088.HK)及兖州煤(01171.HK)均有可观升幅，主要是两者末期息慷慨之余，煤价近日有所上升，令投资者憧憬业务会有较表现。笔者一直看淡煤炭股前景，亦认为随着各国未来加大可再生能源发展，煤炭难有所作为。事实上煤炭能源占比自2010年约68.2%，逐步降至去年约56%便可见一班。不过在可见一段时间，煤炭在资源占比仍会是大多数，加上派息理想下，股价短期再升机会相对较高，故可考虑投机性吸纳，博短期有一成左右回报。
(笔者为证监会持牌人，并未持有相关股份)
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投资者观望美国制造业数据以及个别企业业绩
耀才研究部称，隔晚(29日)美股收市个别发展。道指继续创纪录新高兼收市新高，收报33,171点，升98点或0.3%，波音(BA.US)升2.3%为最大升幅股份。但美国十年国债息率重上1.7厘之上，拖累纳指收报13,059点，跌79点或0.6%。市场关注Archegos Capital斩仓风波，多家银行发出预警，指Archegos孖展违约，可能令它们造成损失，银行股普遍下跌。近期市况仍然震荡，尤其新经济股将跟随美债息率波动，投资者观望美国制造业数据以及个别企业业绩，蓝筹股中以中银香港(02388.HK)、中行(03988.HK)、中信股份(00267.HK)及万洲国际(00288.HK)将公布业绩。
恒指近日低见27,505点後反弹，但指数至今仍未能重越「头肩顶」颈线位即28,200点之上，走势仍属利淡，短线策略仍以「减持」为主，重货投资者切记做好风险管理。因以量度跌幅计，恒指右肩幅度大约1,600点，恒指如未能尽快重越10天线之上，反弹过後恒指可能将下试26,700点水平(28,300点-1,600点)。
(笔者为证监会持牌人)~
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