植耀輝: 美股反彈道指升433點 港股勢偏弱宜審慎
耀才證券研究部總監植耀輝稱，美股隔晚(13日)又再大幅波動，三大指數經歷周三大跌後昨日開市早段呈反彈，惟納指一度倒跌，其後又再度回升，最終道指上升433點或1.29%，收報34,021點，標普500指數上升1.22%，收報4,112點，納指則收報13,124點，上升93點或0.72%。
至於港股方面，受美國通脹升溫拖累，恆指昨日大跌512點，並以全日最低位27,718點收市。除科技股繼續捱沽外，就連早前強勢之創科(00669.HK)亦急跌近一成。事實上，昨日亞太區股市全線下跌，日本股市跌幅更達到2.5%，恆指跌幅雖然較少，為1.81%，但由年初至今計升幅已進一步收窄至不足1.8%，科指更已累跌近一成。由於短期大市投資氣氛偏弱，中美股市表現仍難以看好，就如早前提到，基於市場不確定性甚多，現水平亦不宜急於撈底。
亦要跟進創科最新情況及部署。創科股價昨日大跌，或與以下兩個原因有關。其一是其最大客戶之一HomeDepot周三(12日)股價隔晚大跌超過4%，為最大跌幅道指成份股，或反映投資者擔心美國加息將阻礙經濟表現；其次是原材料價格上升或有損製造業毛利率，故令創科在內之工業股股價受壓。由於商品價格短期內難大跌，因此與製造業相關之板塊或仍會受壓，不過創科最強的地方在於其研發能力，故預期影響或相對較少，而且隔晚HomeDepot股價已見回升(上升2.66%，為道指成份股最大升幅股份)，因此已持貨之投資者仍可繼續作中長線持有。
(筆者為證監會持牌人，並未持有相關股份)
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恆指正式跌穿5月3日低位28256點支持
耀才研究部稱，隔晚(13日)美股反彈，道指高開高走，盤中最多升594點，高見34,181點，收市亦升433點或1.29%，報34,021點；標普升1.2%，納指升0.7%。市場聚焦業績股，迪士尼上季營業收入和串流媒體平台付費用戶人數，都差過市場預期，股價盤後下挫4%。阿里(09988.HK)截至3月底止的季度出現經營虧損76.63億元人民幣，主要由於反壟斷法罰款影響，扣除罰款的影響，經調整經營利潤為105.7億元，同比增長48%，隔晚ADS跌超5%以上。友邦(01299.HK)第一季新業務價值上升19%至10.52億美元，新業務價值利潤率由2020年第一季的56.6%上升至61.6%，表現亦較去年全年57.7%為佳。
恆指目前跌穿首個支持位在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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