植耀輝: 美股變化不大 (00700.HK)遭減持成焦點
耀才證券研究部總監植耀輝稱，美股隔晚(7日)變動不大，聯儲局會議紀錄顯示，將繼續持寬鬆政策，同時美國總統拜登亦指加徵企業稅存在談判空間，消息亦稍利好股市氣氛。最終道指上升16點，收報33,446點，納指則收報13,688點，微跌9點，標普爾500指數則升6點，收報4,079點，微升6點或0.15%。
至於港股，甫開市便升破29,000點，高開163點，惟已是全日最高位，其後走勢在科技股拖累下轉差，午後跌幅更一度超過300點，並跌破28,600點關口，雖然收市前有所反彈，但全日計恆指仍下跌263點，收報28,674點，成交金額1,710億元。騰訊(00700.HK)及友邦(01299.HK)成為跌市元凶，兩者分別拖累大跌下跌109點及44點；科技股表現仍弱，美團(03690.HK)及阿里巴巴(09988.HK)分別下跌2.4%及1.6%。
港股昨日表現無疑令人失望，不過觀乎上綜指仍能企穩於3,450點之上，後市仍可稍為看好。不過，昨日收市後騰訊大股東Prosus宣布減持騰訊2%股權，消息料會對今日科技股特別是騰訊股價帶來負面影響，連帶拖累恆指表現。當然，騰訊基本面仍然理想，筆者亦繼續對騰訊投信心一票，未來亦會伺機增持，只是股價今日難免會受配股減持消息影響，隔晚ADR亦跌3%，恐怕短期股價難免受壓，亦令恆指或進一步考驗低位支持。初步而言恆指28,100點水平支持力不俗，且看此水平能否守穩。
(筆者為證監會持牌人，持有騰訊及友邦股份)
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恆指或再考驗100天線支持
耀才研究部稱，隔晚(7日)美股變動不大，三大指數窄幅上落，標指輕微創新高，聯儲局重申繼續推行寬鬆貨幣政策的消息支持市況靠穩。但中概股沽壓持續，造車新勢力普遍下跌，理想汽車(NI.US)跌12.93%，小鵬(XPEV.US)滑落7.94%，蔚來(NIO.US)下挫6.82%；拼多多(PDD.US)亦跌6.9%，嗶哩嗶哩(BILI.US)跌6.5%，百度(BIDU.US)下跌2%。港股ADR偏軟，「黑期」料恆指今日(8日)將下跌200點左近，指數將再次考驗100天線之支持。騰訊ADR報609元較昨日收市再跌逾3%，大股東再度出售股份成為市場焦點，投資者宜留意股價能否守住3月25日低位588.5元之支持位，一旦失守此關，股價可能會進一步下試250天線，即550元關口水平。
恆指昨日開市見29,101點後回落，且再度跌穿20天線，令整個反彈勢頭初呈變數，目前較關鍵的支持位在100天線28,100點水平左近，只要恆指未有再跌穿此關，情況仍未重太過悲觀。不過，若100天線及28,000點心理關口再度失守，投資者亦不容忽視恆指亦意味再度跌破早前提及的「頭肩頂」頸線位，故目前宜維持審慎態度，未有跌穿28,000點關口之前，宜維持觀望態度。
(筆者為證監會持牌人)~
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