植耀輝: 美股個別發展 藥明生物(02269.HK)可候低吸納
耀才證券研究部總監植耀輝稱，美股隔晚(26日)個別發展，道指偏軟，不過科技股繼續有不俗表現，納指上升0.9%，收報14,138點，標普500指數上升7點或0.2%，收報4,187點。
港股方面，昨日呈先升後跌格局，中資金融股拖累大市下跌，值得一提的是，午後上綜指顯著下挫，並再次失守3,450點關鍵水平，令後市走勢又再變得不明朗。當然，港股正式踏入季績期，今日打頭陣便有匯控(00005.HK)，但預期觀望氣氛依然持續，特別是投資者仍觀望外圍情況。預期港股於28,500點水平會有相當支持，但現階段要出現向上突破機會似乎不高。
股份方面，藥明生物(02269.HK)又再度遭股東減持，消息或會令股價今日受壓，不過根據往績，雖然股價短期可能受壓，但始終其從事之CDMO業務發展仍迅速，故前景仍可看好，如今日股價能力守配股價，則有一定值博空間，可伺機買入並作中線持有。
(筆者為證監會持牌人，並未持有相關股份)
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恆指繼續上落 觀望企業業績
耀才研究部稱，隔晚(26日)美股三大指數個別發展，道指收跌61點，但納指及標普連升兩天，雙雙創出收市新高，市場氣氛仍然樂觀，銅價觸及2011年以來高位，投資者留意本周公佈業績的科網巨企，Amazon(AMZN.US)收升2%，Tesla(TSLA.US)首季純利創紀錄新高，按年大幅增長超過26倍，連續七個季度錄得盈利，但不及市場預期的5.09億美元，盤後回落2%。港股ADR重返29,000關口以上，關注美團(03690.HK)繼阿里後受到市監局實施「二選一」等涉嫌壟斷行為立案調查，政策方向對於ATM股份來說仍未消除，將對股價造成壓力。藥明生物(02269.HK)主要股東配售1.08億股現有股份，相當於公司已發行股本2.56%，配售價每股107元，較藥明生物上日收市價114.8元，折讓近6.8%。
恆指上周反覆於20天線至50天線間橫行上落，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28,436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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