植耀辉: 美股新高後转跌 港股考验28,000点支持
耀才证券研究部总监植耀辉称，美股隔晚(10日)呈先升後跌格局，道指及标普早段曾续创历史新高，道指更是历来首次升破35,000点水平，不过科技股走势欠佳，拖累大市气氛，最终道指下跌34点，收报34,742点，标普500指数下跌44点，收报4,188点，纳指跌幅更达到2.6%，收报13,401点。
至於港股昨日走势亦相当反覆，受新经济股及内需股拖累下，恒指一度跌至28,453点，不过午後在资源股支持下，恒指跌幅逐渐收窄，最终仅微跌14点，收报28,595点，成交金额达到1,635亿元。成交显着增加主因是美团(03690.HK)，皆因单一只股份成交已达到195亿元。事实上昨日大市下跌亦与美团有关，因为美团大跌7%，拖累恒指下跌98点，若计及阿里巴巴(09988.HK)及腾讯(00700.HK)，则三者跌幅已达140点。新经济股份继续捱沽，某程度上是与内地加强反垄断因素有关，恐怕短期内仍会果扰相关板块表现。
不过资源股则继续见有炒作，昨日油价急升，便刺激油股有好表现，中石油(00857.HK)及中石化(00386.HK)均上升4.5%，其他钢材相关股升幅亦相当惊人，马钢(00323.HK)便升14%，江西铜(00358.HK)亦升12%。
大市走势继续呈分化，资金续追捧强势股，相反新经济股及内地餐饮股沽压沉重，部分高位计累积跌幅相当惊人，惟相关势头短期难以扭转，故即使想捞新经济股，亦建议待走势有所改善始考虑。
(笔者为证监会持牌人，持有腾讯股份)
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科技股短期後市难以乐观
耀才研究部称，隔晚(10日)美股表现波动，市场关注商品价格急升引来通胀忧虑，科技股继续被抛售，纳指跌2.5%以全日低位收市，加上资源股冲高後回落，道指亦由盘中升逾300点後轻微倒跌收市。港股ADR个别发展，ATM等科技股继续领跌，「黑期」预示恒指今早(11日)将低开300点以上，在通胀忧虑下，科技股於短期後市难抱太大憧憬。另外，留意一众汽车股之表现，吉利汽车(00175.HK)4月总销量10.03万部，按年增长约减少5%，虽然旗下领克品牌销售表现良好，但相信难以扭转市场对其负面之看法。
恒指目前首个支持位在5月3日低位28,256点，恒指一旦再跌穿此关，将会打破横行长方型之格局，其时较关键的支持位将会退至28,000点心理关口及3月25日低位27,505点。
(笔者为证监会持牌人)~
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