植耀辉: 美股反弹道指升433点 港股势偏弱宜审慎
耀才证券研究部总监植耀辉称，美股隔晚(13日)又再大幅波动，三大指数经历周三大跌後昨日开市早段呈反弹，惟纳指一度倒跌，其後又再度回升，最终道指上升433点或1.29%，收报34,021点，标普500指数上升1.22%，收报4,112点，纳指则收报13,124点，上升93点或0.72%。
至於港股方面，受美国通胀升温拖累，恒指昨日大跌512点，并以全日最低位27,718点收市。除科技股继续捱沽外，就连早前强势之创科(00669.HK)亦急跌近一成。事实上，昨日亚太区股市全线下跌，日本股市跌幅更达到2.5%，恒指跌幅虽然较少，为1.81%，但由年初至今计升幅已进一步收窄至不足1.8%，科指更已累跌近一成。由於短期大市投资气氛偏弱，中美股市表现仍难以看好，就如早前提到，基於市场不确定性甚多，现水平亦不宜急於捞底。
亦要跟进创科最新情况及部署。创科股价昨日大跌，或与以下两个原因有关。其一是其最大客户之一HomeDepot周三(12日)股价隔晚大跌超过4%，为最大跌幅道指成份股，或反映投资者担心美国加息将阻碍经济表现；其次是原材料价格上升或有损制造业毛利率，故令创科在内之工业股股价受压。由於商品价格短期内难大跌，因此与制造业相关之板块或仍会受压，不过创科最强的地方在於其研发能力，故预期影响或相对较少，而且隔晚HomeDepot股价已见回升(上升2.66%，为道指成份股最大升幅股份)，因此已持货之投资者仍可继续作中长线持有。
(笔者为证监会持牌人，并未持有相关股份)
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恒指正式跌穿5月3日低位28256点支持
耀才研究部称，隔晚(13日)美股反弹，道指高开高走，盘中最多升594点，高见34,181点，收市亦升433点或1.29%，报34,021点；标普升1.2%，纳指升0.7%。市场聚焦业绩股，迪士尼上季营业收入和串流媒体平台付费用户人数，都差过市场预期，股价盘後下挫4%。阿里(09988.HK)截至3月底止的季度出现经营亏损76.63亿元人民币，主要由於反垄断法罚款影响，扣除罚款的影响，经调整经营利润为105.7亿元，同比增长48%，隔晚ADS跌超5%以上。友邦(01299.HK)第一季新业务价值上升19%至10.52亿美元，新业务价值利润率由2020年第一季的56.6%上升至61.6%，表现亦较去年全年57.7%为佳。
恒指目前跌穿首个支持位在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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