植耀辉: 道指再创历史新高 港股表现还看北水
耀才证券研究部总监植耀辉称，美股隔晚(5日)走势呈个别发展，受经济数据以及企业业绩表现胜预期，加上联储局官员就财长耶伦早前之加息言论降温，利好道指表现，道指再创历史新高，收市亦升97点，收报34,230点，标普500指数亦微升2点，收报4,167点。不过纳指表现仍较逊色，再跌51点，收报13,582点。
港股方面，昨日未能承接周二(4日)反弹势头而下挫，虽然恒指一度在金融股造好下上升120点，但很快又无以为继，科技股表现欠佳亦拖累恒指表现，部分内需股跌势亦显着。最终恒指下跌139点或0.49%，收报28,417点，恒生科技指数跌幅更达到2.13%。成交量则略为回升至1,012亿元。
新经济股表现未见起色，「ATM」股价走势均欠佳，三者跌幅介乎1.6%至2.3%不等；不过内需及濠赌股沽压较大，海底捞(06862.HK)大跌6%，金沙中国(01928.HK)及银娱(00027.HK)分别下跌4.3%及2.6%。
由於今日北水重临，故此A股走势对港股後市亦十分关键，如A股能有较佳表现，则有望改善港股近日投资气氛。不过现时港股向上乏力攻关，故仍只会於28,000至29,000点水平上落，但值得关注的是如短期内未能重上100天线(28,584点)或向下跌破28,000点水平，後市恐怕仍会出现较深之调整。
(笔者为证监会持牌人，持有腾讯股份)
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北水回归 留意近日强势的航运及资源股表现
耀才研究部称，隔晚美股(5日)三大指数个别发展，道指盘中一度升198点，但多只科技龙头股价受压，纳指下跌收市，道指升幅亦略为收窄，但仍创下收市历史新高。美国多项经济数据，当中ADP公布4月份私人职位增长由3月向上修订後的56.5万个，增加至74.2万个，为七个月最多，但逊预期的85万个，市场目前较关注的是周五公布的非农就业数据。港股ADR普遍靠稳，旧经济股有望继续领涨，汇控ADR升1.2%报48.96元，「黑期」预示恒指今早有望高开100点左近。今日(6日)内地股市复市，北水回归亦将会是市场焦点，近日强势的航运及资源股将是市场焦点，A股此板块之表现及北水会否持续买入相关股份将是市场焦点。
恒指仍未能重返100天线之水平，但整体而言，大市日均成交均不足一千亿，指标性不太大，恒指仅横行於保力加通道之内，此通道暂在28,429点至29,268点之间，恒指能否於短期内维持於此通道之间将成关键。维持较早前看法，如恒指不能於短期後市重上100天线，当100天线正式失守，则宜慎防後市将会继续调整。反之，如指数再度重上100天线，反覆待变之格局或将会维持。
(笔者为证监会持牌人)~
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