植耀辉: 美股变化不大 (00700.HK)遭减持成焦点
耀才证券研究部总监植耀辉称，美股隔晚(7日)变动不大，联储局会议纪录显示，将继续持宽松政策，同时美国总统拜登亦指加徵企业税存在谈判空间，消息亦稍利好股市气氛。最终道指上升16点，收报33,446点，纳指则收报13,688点，微跌9点，标普尔500指数则升6点，收报4,079点，微升6点或0.15%。
至於港股，甫开市便升破29,000点，高开163点，惟已是全日最高位，其後走势在科技股拖累下转差，午後跌幅更一度超过300点，并跌破28,600点关口，虽然收市前有所反弹，但全日计恒指仍下跌263点，收报28,674点，成交金额1,710亿元。腾讯(00700.HK)及友邦(01299.HK)成为跌市元凶，两者分别拖累大跌下跌109点及44点；科技股表现仍弱，美团(03690.HK)及阿里巴巴(09988.HK)分别下跌2.4%及1.6%。
港股昨日表现无疑令人失望，不过观乎上综指仍能企稳於3,450点之上，後市仍可稍为看好。不过，昨日收市後腾讯大股东Prosus宣布减持腾讯2%股权，消息料会对今日科技股特别是腾讯股价带来负面影响，连带拖累恒指表现。当然，腾讯基本面仍然理想，笔者亦继续对腾讯投信心一票，未来亦会伺机增持，只是股价今日难免会受配股减持消息影响，隔晚ADR亦跌3%，恐怕短期股价难免受压，亦令恒指或进一步考验低位支持。初步而言恒指28,100点水平支持力不俗，且看此水平能否守稳。
(笔者为证监会持牌人，持有腾讯及友邦股份)
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恒指或再考验100天线支持
耀才研究部称，隔晚(7日)美股变动不大，三大指数窄幅上落，标指轻微创新高，联储局重申继续推行宽松货币政策的消息支持市况靠稳。但中概股沽压持续，造车新势力普遍下跌，理想汽车(NI.US)跌12.93%，小鹏(XPEV.US)滑落7.94%，蔚来(NIO.US)下挫6.82%；拼多多(PDD.US)亦跌6.9%，哔哩哔哩(BILI.US)跌6.5%，百度(BIDU.US)下跌2%。港股ADR偏软，「黑期」料恒指今日(8日)将下跌200点左近，指数将再次考验100天线之支持。腾讯ADR报609元较昨日收市再跌逾3%，大股东再度出售股份成为市场焦点，投资者宜留意股价能否守住3月25日低位588.5元之支持位，一旦失守此关，股价可能会进一步下试250天线，即550元关口水平。
恒指昨日开市见29,101点後回落，且再度跌穿20天线，令整个反弹势头初呈变数，目前较关键的支持位在100天线28,100点水平左近，只要恒指未有再跌穿此关，情况仍未重太过悲观。不过，若100天线及28,000点心理关口再度失守，投资者亦不容忽视恒指亦意味再度跌破早前提及的「头肩顶」颈线位，故目前宜维持审慎态度，未有跌穿28,000点关口之前，宜维持观望态度。
(笔者为证监会持牌人)~
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