植耀辉: 通胀超预期震散美股 港股下行压力仍大
耀才证券研究部总监植耀辉称，美国上月CPI数据大幅高於市场预期，引发市场对通胀之忧虑，美股三大指数隔晚(12日)继续大幅波动，道指急跌681点或2%，收报33,587点，标普500指数下跌2.14%，收报4,063点，纳指跌幅更大，下跌357点，跌幅达2.67%，收报13,031点。
港股方面，昨日出现显着反弹，虽然中段一度受日股及台股急跌拖累而倒跌，但很快已能收复失地，并在科技股及A股回升支持下回升217点，收报28,231点。值得留意的是，南向净流入金额显着，达到98.1亿元，反映北水入市博捞底机会不低。当中腾讯(00700.HK)获北水净流入近40亿元。
经历周二急跌後，恒指总算能初步企稳28,000点水平，只是整体表现仍未算太突出，至於科技股是否已「跌完」现阶段仍言之尚早，毕竟累积跌幅不少，昨日亦可能仅属技术反弹而已。未来须继续留意北水动态，以及上综指能否企稳3,450点水平。另外亦要留意外围市况之变化。相信恒指会续维持拉锯格局不变，并於28,000至29,000点水平上落。
(笔者为证监会持牌人，持有腾讯股份)
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美国通胀十三年最强 科技股重现抛售潮
耀才研究部称，隔晚(12日)美股急挫，美国4月份消费物价指数(CPI)按月升幅由3月份的0.6%加速至0.8%，创2009年以来最高，远超市场预期的0.2%，但引发了通胀升温的忧虑，道指盘中最多下泻713点，收市亦靠近全日低位收跌近2%，科技股抛售潮再度重现，纳指收跌2.7%。虽然多名联储局官员早已相继指现时经济前景仍有风险，讨论减码宽松为时过早，联储局副主席则暗示距联储局「收水」还有一段日子，但他同时表明，如果有需要遏止通胀，将毫不犹豫采取行动。
Tesla(TSLA.US)暂停接受以比特币(Bitcoin)购买电动车，因担心进行比特币挖矿及交易活动令化石燃料使用量迅速增加，比特币一度跌穿5万美元水平，资产风险增强，反映市场恐慌情绪的VIX指数升26%。今日(13日)多只科网股将公布季绩，包括阿里(09988.HK)、B站(09626.HK)、中芯(00981.HK)及华虹(01347.HK)，留意业绩能否为市场带来惊喜。
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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