植耀辉: 美股三大指数齐跌 港股维持上落市
耀才证券研究部总监植耀辉称，美股隔晚(22日)又再显着回落，美国总统拜登拟调高资本利得税，消息即时令美股急挫，美股三大指数均下跌，当中道指下跌321点或0.9%，收报33,815点，标普500指数及纳指则分别下跌38点或131点，收报4,134点及13,818点。
至於港股，昨日表现大致向好，在腾讯(00700.HK)及美团(03690.HK)双双造好，恒指最终上升133点，收报28,755点，当中单计腾讯及美团已贡献恒指近100点，不过个别板块跌幅显着，汽车股便是其中之一个重灾区。吉利(00175.HK)为跌幅最大成份股，一度低见21.25元，最终则收报22.1元，下1.8%。不过个别车股跌势显着，长汽(02333.HK)首季业绩虽亏转盈，但因季绩表现逊预期，加上被多间大行调低目标价，股价大跌12.7%。笔者一向对汽车股看法中性，除大行提到之芯片供应短缺及原材料价上升外，亦关注行业竞争情况，故继续不建议买入，惟独吉利19元水平支持力度强，纯以博反弹心态的话，不穿此水平可继续持有。
虽然港股跟随外围出现反弹，但後市去向仍未明朗，特别是上综指又再辗转回落至3,450点附近水平，短期内且看能否守稳。不过港股现时观望气氛浓厚，暂亦难见突破，故预期将继续於28,000至29,000点上落。
(笔者为证监会持牌人，持有腾讯股份)
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大市争持 关注港股季绩期
耀才研究部称，隔晚(22日)美股三大指数均下挫约1%，美国经济数据参差，新申领失业救济人数减少3.9万人，至54.7万，创疫情爆发以来新低，同时优於预期的61万，但另一方面楼市数据却未及预期。加上总统拜登拟向年收入超过100万美元的富人徵收合共最高43.4%资本利得税，较当前联邦资本利得税税率为20%增逾一倍，高增长类股份普遍受压，Tesla(TSLA.US)跌逾3%，Amazon(AMZN.US)跌1.6%。
港股ADR变动不大，投资者留意业绩股，中国平安(02318.HK)净利润272亿元人民币，升4.5%；寿险及健康险新业务价值增长15.4%至189.8亿元人民币，均符合市场预期，期内为华夏幸福(600340.SH)相关投资资产进行减值计提及估值调整182亿元人民币，对纯利影响为100亿元人民币，留意此一次性不明朗因素於未来能否完全消除。
恒指再度於10天及20天线水平争持，但如前文所述，指数较关键的支持位乃100天线，该平均移动线已上移至28,350点水平左近，相信只要恒指未有正式跌穿此关，目前对後市之看法仍不宜过分悲观。
(笔者为证监会持牌人)~
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