植耀辉: 美股个别发展 药明生物(02269.HK)可候低吸纳
耀才证券研究部总监植耀辉称，美股隔晚(26日)个别发展，道指偏软，不过科技股继续有不俗表现，纳指上升0.9%，收报14,138点，标普500指数上升7点或0.2%，收报4,187点。
港股方面，昨日呈先升後跌格局，中资金融股拖累大市下跌，值得一提的是，午後上综指显着下挫，并再次失守3,450点关键水平，令後市走势又再变得不明朗。当然，港股正式踏入季绩期，今日打头阵便有汇控(00005.HK)，但预期观望气氛依然持续，特别是投资者仍观望外围情况。预期港股於28,500点水平会有相当支持，但现阶段要出现向上突破机会似乎不高。
股份方面，药明生物(02269.HK)又再度遭股东减持，消息或会令股价今日受压，不过根据往绩，虽然股价短期可能受压，但始终其从事之CDMO业务发展仍迅速，故前景仍可看好，如今日股价能力守配股价，则有一定值博空间，可伺机买入并作中线持有。
(笔者为证监会持牌人，并未持有相关股份)
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恒指继续上落 观望企业业绩
耀才研究部称，隔晚(26日)美股三大指数个别发展，道指收跌61点，但纳指及标普连升两天，双双创出收市新高，市场气氛仍然乐观，铜价触及2011年以来高位，投资者留意本周公布业绩的科网巨企，Amazon(AMZN.US)收升2%，Tesla(TSLA.US)首季纯利创纪录新高，按年大幅增长超过26倍，连续七个季度录得盈利，但不及市场预期的5.09亿美元，盘後回落2%。港股ADR重返29,000关口以上，关注美团(03690.HK)继阿里後受到市监局实施「二选一」等涉嫌垄断行为立案调查，政策方向对於ATM股份来说仍未消除，将对股价造成压力。药明生物(02269.HK)主要股东配售1.08亿股现有股份，相当於公司已发行股本2.56%，配售价每股107元，较药明生物上日收市价114.8元，折让近6.8%。
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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