植耀輝: 美股續造好 創科(00669.HK)候調整可吸
耀才證券研究部總監植耀輝稱，美股隔晚(8日)繼續造好，三大指數均錄得升幅，當中以納指表現最佳，上升140點或1%，收報13,829點，標普500指數則收報4,097點，上升17點或0.42%，道指則上升57點或0.17%，收報33,503點。
港股方面，昨日表現相當不俗，騰訊(00700.HK)被大股東減持，惟股價卻未如大家預期出現急跌，開市價614元已是全日最低位；其他股份亦出現強勁反彈，當中友邦(01299.HK)單一隻股份，便為恆指貢獻163點，而在大部分藍籌均錄得升幅下，恆指亦重上29,000點水平，收報29,008點，上升333點或1.16%，成交金額達2,811億元。港股走勢又再度有所轉強，正如早前指出，只要A股(滬綜指)能繼續企穩於3,450點水平，港股後市表現仍可審慎樂觀，暫預期恆指將續於28,500至29,500點水平上落。
昨日成份股中有一破頂股，就是工業股創科(00669.HK)。創科早前公布之業績表現遠勝預期，單計下半年盈利增速更達42%，毛利率亦維持上升勢頭，事實上創科本身研發能力強，每年推出數以百計新產品，令毛利率持續有改善；加上投資者預期美國經濟將持續有好表現，令其股價亦節節上升。論前景仍然看好，只是股價累升不少，可待回落至130元以下水平吸納，並作中長線持有。
(筆者為證監會持牌人，持有騰訊及友邦股份)
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恆指能否守住20天線為關鍵
耀才研究部稱，隔晚(8日)美股三大指數全線向上，道指反覆收升0.2%，標普盤中創4,098點歷史新高，收升0.4%；大型科技股普遍升逾1%，帶領納指收市升1%。雖然美國首次申領失業救濟人數上周出乎意料增加，但聯儲局主席鮑威爾繼續放鴿，認為美國經濟正在復甦但並不完整，有很多人仍處於失業狀態，局方將一直提供支援，他的講話與早前的議息紀要均為市場帶來信心，最新美國十年期國債息率於亞洲時間回落至1.62水平。港股ADR變動不大，騰訊(00700.HK)昨日股價於股東減持消息影響下仍然能夠靠穩，反映市低開始轉強，市場目前等待中國公布社融數據以了解貨幣政策的去向。
恆指昨日重返20天線即保力加通道中軸水平，關鍵在於能否守穩該水平以正式突破整個3月份的下行軌道，14天RSI重返50以上以及MACD牛訊號擴大均顯示技術型態向好，假若接下來大市成交能夠進一步增加配合，後市有條件更上一層樓。
(筆者為證監會持牌人)~
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