植耀輝: 通脹超預期震散美股 港股下行壓力仍大
耀才證券研究部總監植耀輝稱，美國上月CPI數據大幅高於市場預期，引發市場對通脹之憂慮，美股三大指數隔晚(12日)繼續大幅波動，道指急跌681點或2%，收報33,587點，標普500指數下跌2.14%，收報4,063點，納指跌幅更大，下跌357點，跌幅達2.67%，收報13,031點。
港股方面，昨日出現顯著反彈，雖然中段一度受日股及台股急跌拖累而倒跌，但很快已能收復失地，並在科技股及A股回升支持下回升217點，收報28,231點。值得留意的是，南向淨流入金額顯著，達到98.1億元，反映北水入市博撈底機會不低。當中騰訊(00700.HK)獲北水淨流入近40億元。
經歷週二急跌後，恆指總算能初步企穩28,000點水平，只是整體表現仍未算太突出，至於科技股是否已「跌完」現階段仍言之尚早，畢竟累積跌幅不少，昨日亦可能僅屬技術反彈而已。未來須繼續留意北水動態，以及上綜指能否企穩3,450點水平。另外亦要留意外圍市況之變化。相信恆指會續維持拉鋸格局不變，並於28,000至29,000點水平上落。
(筆者為證監會持牌人，持有騰訊股份)
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美國通脹十三年最強 科技股重現拋售潮
耀才研究部稱，隔晚(12日)美股急挫，美國4月份消費物價指數(CPI)按月升幅由3月份的0.6%加速至0.8%，創2009年以來最高，遠超市場預期的0.2%，但引發了通脹升溫的憂慮，道指盤中最多下瀉713點，收市亦靠近全日低位收跌近2%，科技股拋售潮再度重現，納指收跌2.7%。雖然多名聯儲局官員早已相繼指現時經濟前景仍有風險，討論減碼寬鬆為時過早，聯儲局副主席則暗示距聯儲局「收水」還有一段日子，但他同時表明，如果有需要遏止通脹，將毫不猶豫採取行動。
Tesla(TSLA.US)暫停接受以比特幣(Bitcoin)購買電動車，因擔心進行比特幣挖礦及交易活動令化石燃料使用量迅速增加，比特幣一度跌穿5萬美元水平，資產風險增強，反映市場恐慌情緒的VIX指數升26%。今日(13日)多隻科網股將公佈季績，包括阿里(09988.HK)、B站(09626.HK)、中芯(00981.HK)及華虹(01347.HK)，留意業績能否為市場帶來驚喜。
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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