植耀辉: 港股反覆下跌107点 快手(01024.HK)趁反弹宜减持
耀才证券研究部总监植耀辉称，港股昨日(15日)未能延续周三上升403点之势头，个别新旧经济股皆见沽压，但午後随着A股跌幅收窄，加上腾讯(00700.HK)及美团(03690.HK)等股价尾市反覆靠稳，令恒指最终仅下跌107点，收报28,793点，科技指数亦跌1%，收报8,142点。不过全日成交再有所缩减，仅得1,245亿元。由於A股走势未见起色，加上新经济股份短期表现仍不明朗，相信恒指短期难有突破，而成交量缩减亦意味投资者倾向现阶段保留实力，所以港股短期或会继续於28,000至29,000点上落。
个股方面，则一定要谈谈快手(01024.HK)，其股价昨日急挫7.8%，低见235元，包括快手在内之23间互联网平台企业签署《依法合规经营承诺》，承诺不与其他经营者达成垄断协议，以保障消费者权益。虽然签署公司除快手外还包括腾讯、阿里(09988.HK)旗下盒马鲜生以及哔哩哔哩(09626.HK)等，但其余股份跌幅不算大。笔者倾向是与快手估值过高有一定关系，事实上经历近期股价下跌後，其市值仍达高9,981亿港元，而且股价走弱亦已维持一段日子，加上重大支持249元亦告失守，意味短期如未能重上此水平，後市情况仍不乐观，因此并不建议投资者现水阶段博反弹；仍持货之投资者亦宜先做好两手准备，如股价短期仍未能有所反弹，亦宜先行忍痛减磅止蚀。
(笔者为证监会持牌人，持有腾讯股份)
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美股再破顶 留意中国第一季GDP表现
耀才研究部称，隔晚(15日)美股三大指数全线向上，市场继续留意大型银行业绩，花旗银行(C.US)和美国银行(BAC.US)等业绩理想，道指盘中再破顶高见34,068点，标指破顶高见4,173点，纳指距离新高只差125点。同时美国经济数据理想，3月零售销售增长9.8%优於预期的5.9%；首次申领失业救济金人数减少19.3万，报57.6万，为2020年3月中以来最低，同样胜预期，加上美国10年期债息盘中回落至1.53厘水平，同样有利股市气氛。港股ADR变动不大，相信主要影响因素仍是A股表现，上证综合指数一直於3,400点关口争持，整个反覆偏软格局仍未有改善，唯幸中港两地昨日成交偏低，未有太大指标性，中国今日(16日)将公布第一季GDP数据，市场估计於低基数效应下按年升幅达18.5%，留意数据能否为市场冲喜。
从技术上看，恒指於10天及20天线争持，大市成交缩减至只得约1,300亿元，短线较关键的阻力位则在50天线29,200点水平，一日恒指仍处於28,200点至29,200点水平左近，後市仍欠缺明确方向。
(笔者为证监会持牌人)~
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