植耀輝: 美股新高後轉跌 港股考驗28,000點支持
耀才證券研究部總監植耀輝稱，美股隔晚(10日)呈先升後跌格局，道指及標普早段曾續創歷史新高，道指更是歷來首次升破35,000點水平，不過科技股走勢欠佳，拖累大市氣氛，最終道指下跌34點，收報34,742點，標普500指數下跌44點，收報4,188點，納指跌幅更達到2.6%，收報13,401點。
至於港股昨日走勢亦相當反覆，受新經濟股及內需股拖累下，恆指一度跌至28,453點，不過午後在資源股支持下，恆指跌幅逐漸收窄，最終僅微跌14點，收報28,595點，成交金額達到1,635億元。成交顯著增加主因是美團(03690.HK)，皆因單一隻股份成交已達到195億元。事實上昨日大市下跌亦與美團有關，因為美團大跌7%，拖累恆指下跌98點，若計及阿里巴巴(09988.HK)及騰訊(00700.HK)，則三者跌幅已達140點。新經濟股份繼續捱沽，某程度上是與內地加強反壟斷因素有關，恐怕短期內仍會果擾相關板塊表現。
不過資源股則繼續見有炒作，昨日油價急升，便刺激油股有好表現，中石油(00857.HK)及中石化(00386.HK)均上升4.5%，其他鋼材相關股升幅亦相當驚人，馬鋼(00323.HK)便升14%，江西銅(00358.HK)亦升12%。
大市走勢繼續呈分化，資金續追捧強勢股，相反新經濟股及內地餐飲股沽壓沉重，部分高位計累積跌幅相當驚人，惟相關勢頭短期難以扭轉，故即使想撈新經濟股，亦建議待走勢有所改善始考慮。
(筆者為證監會持牌人，持有騰訊股份)
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科技股短期後市難以樂觀
耀才研究部稱，隔晚(10日)美股表現波動，市場關注商品價格急升引來通脹憂慮，科技股繼續被拋售，納指跌2.5%以全日低位收市，加上資源股衝高後回落，道指亦由盤中升逾300點後輕微倒跌收市。港股ADR個別發展，ATM等科技股繼續領跌，「黑期」預示恆指今早(11日)將低開300點以上，在通脹憂慮下，科技股於短期後市難抱太大憧憬。另外，留意一眾汽車股之表現，吉利汽車(00175.HK)4月總銷量10.03萬部，按年增長約減少5%，雖然旗下領克品牌銷售表現良好，但相信難以扭轉市場對其負面之看法。
恆指目前首個支持位在5月3日低位28,256點，恆指一旦再跌穿此關，將會打破橫行長方型之格局，其時較關鍵的支持位將會退至28,000點心理關口及3月25日低位27,505點。
(筆者為證監會持牌人)~
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