植耀辉: 美股个别发展纳指升 港股假期前续窄幅上落
耀才证券研究部总监植耀辉称，美股隔晚(3月31日)个别发展，道指偏软，不过科技股见支持，纳指上升201点或1.54%，上升13,246点，标普500指数亦升14点或0.36%，收报3,972点，道指则下跌85点或0.26%，收报32,981点。
港股方面，在月结及季结日表现欠佳，全日计恒指下跌199点，收报28,378点。以月结及季结计，恒指3月累跌601点或2.08%，第一季则累升1,147点或4.2%。虽然港股首季仍能录得升幅，但2月下旬开始个别科技股跌势显着，亦令投资者对科技股开始抱有戒心。但正如笔者一直强调，科技股早前升势实在太惊人，故当出现坏消息又或业绩表现未见惊喜，股价回落亦合理。只是个别其实已回落至较合理水平，故第二季亦可开始重新作出部署。
至於大市方面，依然维持上落市格局，沪综指又再度回落至3,450点以下水平，反映A股走势亦未见明朗，加上长假期因素，预计港股今日亦将继续於28,300至28,600点水平上落。
(笔者为证监会持牌人，并未持有相关股份)
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长假期在即 料大市交投继续淡静
耀才研究部称，隔晚(3月31日)美股三大指数个别发展，道指获利回吐轻微下跌，标普500指数则创下盘中及收市新高，而科技股则较有较大升幅，纳指升逾1.5%，资金继续於新旧经济股轮动炒作，市场关注周五(4月2日)公布的上月非农就业数据。美国总统拜登提及2万亿美元基建方案，同时提及将会加大电动车发展，消息刺激TESLA(TSLA.US)及「造车新势力」中概股造好。港股ADR则表现靠稳，「黑期」预料恒指今早将高开近200点，有望收复昨日失地。不过，港股即将步入长假期，料大市交投仍会渐趋淡静，即使市况反弹，但相信假期前仍难以出现突破，目前宜留意A股短期後市表现。
恒指於本周重越「头肩顶」颈线位以及10天线即28,400点之上，型态属於利好，但其他技术指标未能全数配合，包括14天RSI未能重返50以上，短线阻力位为昨日高位28,800点水平，投资者需留意大市仍然属於整固阶段，站稳「头肩顶」颈线位为首要目标。
(笔者为证监会持牌人)~
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