植耀輝: 美股三大指數齊跌 港股維持上落市
耀才證券研究部總監植耀輝稱，美股隔晚(22日)又再顯著回落，美國總統拜登擬調高資本利得稅，消息即時令美股急挫，美股三大指數均下跌，當中道指下跌321點或0.9%，收報33,815點，標普500指數及納指則分別下跌38點或131點，收報4,134點及13,818點。
至於港股，昨日表現大致向好，在騰訊(00700.HK)及美團(03690.HK)雙雙造好，恆指最終上升133點，收報28,755點，當中單計騰訊及美團已貢獻恆指近100點，不過個別板塊跌幅顯著，汽車股便是其中之一個重災區。吉利(00175.HK)為跌幅最大成份股，一度低見21.25元，最終則收報22.1元，下1.8%。不過個別車股跌勢顯著，長汽(02333.HK)首季業績雖虧轉盈，但因季績表現遜預期，加上被多間大行調低目標價，股價大跌12.7%。筆者一向對汽車股看法中性，除大行提到之芯片供應短缺及原材料價上升外，亦關注行業競爭情況，故繼續不建議買入，惟獨吉利19元水平支持力度強，純以博反彈心態的話，不穿此水平可繼續持有。
雖然港股跟隨外圍出現反彈，但後市去向仍未明朗，特別是上綜指又再輾轉回落至3,450點附近水平，短期內且看能否守穩。不過港股現時觀望氣氛濃厚，暫亦難見突破，故預期將繼續於28,000至29,000點上落。
(筆者為證監會持牌人，持有騰訊股份)
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大市爭持 關注港股季績期
耀才研究部稱，隔晚(22日)美股三大指數均下挫約1%，美國經濟數據參差，新申領失業救濟人數減少3.9萬人，至54.7萬，創疫情爆發以來新低，同時優於預期的61萬，但另一方面樓市數據卻未及預期。加上總統拜登擬向年收入超過100萬美元的富人徵收合共最高43.4%資本利得稅，較當前聯邦資本利得稅稅率為20%增逾一倍，高增長類股份普遍受壓，Tesla(TSLA.US)跌逾3%，Amazon(AMZN.US)跌1.6%。
港股ADR變動不大，投資者留意業績股，中國平安(02318.HK)淨利潤272億元人民幣，升4.5%；壽險及健康險新業務價值增長15.4%至189.8億元人民幣，均符合市場預期，期內為華夏幸福(600340.SH)相關投資資產進行減值計提及估值調整182億元人民幣，對純利影響為100億元人民幣，留意此一次性不明朗因素於未來能否完全消除。
恆指再度於10天及20天線水平爭持，但如前文所述，指數較關鍵的支持位乃100天線，該平均移動線已上移至28,350點水平左近，相信只要恆指未有正式跌穿此關，目前對後市之看法仍不宜過分悲觀。
(筆者為證監會持牌人)~
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