植耀輝: 議息無驚喜美股回落 港交所(00388.HK)500元關口阻力大
耀才證券研究部總監植耀輝稱，美國聯儲局議息會議後一如市場預期維持息率不變，但指部分資產價格存在「泡沫」。受此影響，隔晚(28日)美股三大指數均以跌市告終，當中道指下跌165點或0.48%，收報33,820點，標普500指數則微跌3點，收報4,183點，納指下跌39點，收報14,051點。
港股昨日繼續維持窄幅上落，全日波幅不足200點，不過最終仍能以全日最高位收市，上升129點，收報29,071點，成交金額1,362億元。昨日公布業績之匯控(00005.HK)有份支持大市表現，上升3.15%，單一股份貢獻恆指71點，另一業績股萬洲(00288.HK)亦升3.15%。另外內銀股午後亦見資金追捧，建行(00939.HK)便升1.6%。
港股現時仍處於區間上落，投資氣氛仍較觀望，畢竟困擾大市之因素仍多，當中疫情狀況仍是一大變數，另外，今日起港股通將暫定，至下周四(5月6日)始恢復正常，預期成交量或會進一步轉趨淡靜，相信港股仍較缺乏方向，並於28,500至29,500點水平上落。
股份方面，港交所(00388.HK)昨日公布首季業績，純利按年升70%，不過未有對股價帶來太大刺激，全日計股價更以下跌告終，收報488.8元，下跌1.2元。事實上，增長強勁已是市場預期之內，只看能否再有驚喜而已；不過近日港股成交有所回落，令港交所股價有點停滯不前。當然，論前景港交所未來仍有中概股回歸等憧憬，按理不會太差，惟短期走勢則主要視乎市場氣氛，而500元關口過去亦見較大阻力，且看此水平能否有所突破。
(筆者為證監會持牌人，並未持有相關股份)
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恆指能否突破50天線將是關鍵
耀才研究部稱，美國聯儲局議息結果一符市場預期之內，維持利率及買債規模不變。其後儲局主席鮑威爾發表言論稱，現在並非聯儲局縮減量寬的溝通時機，消息帶動美股跌幅收窄，標普500指數更一度轉漲破頂，但尾市高位有回吐，拖累三大指數最終微跌收市。港股ADR普遍靠穩，「黑期」今早亦升逾150點高見29,150點以上水平，恆指今早(29日)有望裂口高開，再度挑戰50天線之阻力。
今日為即月期指結算日，恆指整個月份幾乎是反覆於100天線至50天線間橫行上落，此兩度平均移動線正處於28,482點至29,136點，區間目前更不足700點。維持早前看法，指數較關鍵的支持位乃100天線，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，如恆指最終能突破50天線，首個目標將可上望3月18日高位29,596點。
(筆者為證監會持牌人)~
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