植耀辉: 不明因素多 港股後市续拉锯
耀才证券研究部总监植耀辉称，美股上周五(23日)表现不俗，楼市数据表现理想稍为缓解投资者对拜登政府有意加税之担忧，美股三大指数均上扬，当中以纳指升幅最大，达到1.4%，道指及标普则分别上升0.7%及1.1%。
港股方面，恒指上周五在新经济股支持下上升323点，突破29,000点水平并企稳，全周计亦升109点，为连续第二个星期上升，走势略为见有改善，不过大市是否已重拾上升动力则言之尚早，当然上综指企稳3,450点亦可视为其後市其中一个较利好指标，只是外围市况依然波动，印度疫情大爆发令环球经济复苏路变得举步维艰，另外联储局本周亦将举行议息会议，在外围仍有较多变数下，整体看法仍未敢过於乐观。另外，本周开始陆续会有大型企业公布首季业绩，当中便包括汇控(00005.HK)及港交所(00388.HK)，表现亦会对後市有一定启示。预期港股暂将维持上落格局，於28,500至29,500点水平徘徊整固。
(笔者为证监会持牌人，并未持有相关股份)
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港股未能突破 留意美国议息会议及业绩
耀才研究部称，上周五(23日)美股先低後高，标普及纳指均收升逾1%，美国4月Markit制造业和服务业PMI增速创下2009年有纪录以来新高，分别报60.6及63.1，经济活动持续复苏，刺激了商品价格的走势，国际铜价收市创逾九年新高，并录得连续第三周上升。纽约5月期铜收市涨1.49%，每磅报4.336美元，为2011年8月以来最高水平。上周累计升约4%。
展望本周，联储局将举行一连两天议息会议，留意官员对通胀压力的看法。另一方面，白宫将宣布另一轮经济刺激计划，有关键民主党参议员反对拜登的2.3万亿基建计划，而且投资者仍在观望其加税计划能否得以通过。除此之外多间科技龙头亦会公布季绩，关注对下季业务的指引，将为本港产业链带来启示。
恒指上周反覆於20天线至50天线间横行上落，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28,436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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