植耀辉: 议息无惊喜美股回落 港交所(00388.HK)500元关口阻力大
耀才证券研究部总监植耀辉称，美国联储局议息会议後一如市场预期维持息率不变，但指部分资产价格存在「泡沫」。受此影响，隔晚(28日)美股三大指数均以跌市告终，当中道指下跌165点或0.48%，收报33,820点，标普500指数则微跌3点，收报4,183点，纳指下跌39点，收报14,051点。
港股昨日继续维持窄幅上落，全日波幅不足200点，不过最终仍能以全日最高位收市，上升129点，收报29,071点，成交金额1,362亿元。昨日公布业绩之汇控(00005.HK)有份支持大市表现，上升3.15%，单一股份贡献恒指71点，另一业绩股万洲(00288.HK)亦升3.15%。另外内银股午後亦见资金追捧，建行(00939.HK)便升1.6%。
港股现时仍处於区间上落，投资气氛仍较观望，毕竟困扰大市之因素仍多，当中疫情状况仍是一大变数，另外，今日起港股通将暂定，至下周四(5月6日)始恢复正常，预期成交量或会进一步转趋淡静，相信港股仍较缺乏方向，并於28,500至29,500点水平上落。
股份方面，港交所(00388.HK)昨日公布首季业绩，纯利按年升70%，不过未有对股价带来太大刺激，全日计股价更以下跌告终，收报488.8元，下跌1.2元。事实上，增长强劲已是市场预期之内，只看能否再有惊喜而已；不过近日港股成交有所回落，令港交所股价有点停滞不前。当然，论前景港交所未来仍有中概股回归等憧憬，按理不会太差，惟短期走势则主要视乎市场气氛，而500元关口过去亦见较大阻力，且看此水平能否有所突破。
(笔者为证监会持牌人，并未持有相关股份)
************
恒指能否突破50天线将是关键
耀才研究部称，美国联储局议息结果一符市场预期之内，维持利率及买债规模不变。其後储局主席鲍威尔发表言论称，现在并非联储局缩减量宽的沟通时机，消息带动美股跌幅收窄，标普500指数更一度转涨破顶，但尾市高位有回吐，拖累三大指数最终微跌收市。港股ADR普遍靠稳，「黑期」今早亦升逾150点高见29,150点以上水平，恒指今早(29日)有望裂口高开，再度挑战50天线之阻力。
今日为即月期指结算日，恒指整个月份几乎是反覆於100天线至50天线间横行上落，此两度平均移动线正处於28,482点至29,136点，区间目前更不足700点。维持早前看法，指数较关键的支持位乃100天线，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，如恒指最终能突破50天线，首个目标将可上望3月18日高位29,596点。
(笔者为证监会持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
