植耀輝: 道指再創歷史新高 港股表現還看北水
耀才證券研究部總監植耀輝稱，美股隔晚(5日)走勢呈個別發展，受經濟數據以及企業業績表現勝預期，加上聯儲局官員就財長耶倫早前之加息言論降溫，利好道指表現，道指再創歷史新高，收市亦升97點，收報34,230點，標普500指數亦微升2點，收報4,167點。不過納指表現仍較遜色，再跌51點，收報13,582點。
港股方面，昨日未能承接周二(4日)反彈勢頭而下挫，雖然恆指一度在金融股造好下上升120點，但很快又無以為繼，科技股表現欠佳亦拖累恆指表現，部分內需股跌勢亦顯著。最終恆指下跌139點或0.49%，收報28,417點，恆生科技指數跌幅更達到2.13%。成交量則略為回升至1,012億元。
新經濟股表現未見起色，「ATM」股價走勢均欠佳，三者跌幅介乎1.6%至2.3%不等；不過內需及濠賭股沽壓較大，海底撈(06862.HK)大跌6%，金沙中國(01928.HK)及銀娛(00027.HK)分別下跌4.3%及2.6%。
由於今日北水重臨，故此A股走勢對港股後市亦十分關鍵，如A股能有較佳表現，則有望改善港股近日投資氣氛。不過現時港股向上乏力攻關，故仍只會於28,000至29,000點水平上落，但值得關注的是如短期內未能重上100天線(28,584點)或向下跌破28,000點水平，後市恐怕仍會出現較深之調整。
(筆者為證監會持牌人，持有騰訊股份)
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北水回歸 留意近日強勢的航運及資源股表現
耀才研究部稱，隔晚美股(5日)三大指數個別發展，道指盤中一度升198點，但多隻科技龍頭股價受壓，納指下跌收市，道指升幅亦略為收窄，但仍創下收市歷史新高。美國多項經濟數據，當中ADP公布4月份私人職位增長由3月向上修訂後的56.5萬個，增加至74.2萬個，為七個月最多，但遜預期的85萬個，市場目前較關注的是周五公布的非農就業數據。港股ADR普遍靠穩，舊經濟股有望繼續領漲，匯控ADR升1.2%報48.96元，「黑期」預示恆指今早有望高開100點左近。今日(6日)內地股市復市，北水回歸亦將會是市場焦點，近日強勢的航運及資源股將是市場焦點，A股此板塊之表現及北水會否持續買入相關股份將是市場焦點。
恆指仍未能重返100天線之水平，但整體而言，大市日均成交均不足一千億，指標性不太大，恆指僅橫行於保力加通道之內，此通道暫在28,429點至29,268點之間，恆指能否於短期內維持於此通道之間將成關鍵。維持較早前看法，如恆指不能於短期後市重上100天線，當100天線正式失守，則宜慎防後市將會繼續調整。反之，如指數再度重上100天線，反覆待變之格局或將會維持。
(筆者為證監會持牌人)~
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