植耀辉: 通胀阴霾美股回吐 港股区间上落格局未变
耀才证券研究部总监植耀辉称，美股隔晚(17日)表现略见回吐，在通胀预期持续升温之阴霾下，尽管联储局副主席Richard Clarida提到现时谈及减少买债规模仍言之尚早，但未能缓解投资者忧虑。道指下跌54点或0.16%，收报34,327点。标普500指数亦下跌10点或0.25%，收报4,163点。纳指下跌50点或0.38%，收报13,379点。
港股昨日在新经济股出现反弹下有不俗表现，恒指连续第二个交易日上升，但未能突破28,300点水平，最终收报28,194点，上升166点，成交金额1,456亿元。美团(03690.HK)及腾讯(00700.HK)合共为恒指贡献接近127点，反观内银股表现则相对偏弱，另外本月中创历史新高之创科(00669.HK)继续见有调整，昨日股价再下跌2.8%，收报134.5元。恒指表现虽略见改善，但美股走势持续反覆则属一大不确定性，加上本周假期因素，且看周四(20日)腾讯业绩能否为大市带来支持。预期恒指将继续於28,000至29,000点水平上落。
值得一提的是汽车股，板块早前大跌後出现反弹，长汽(02333.HK)大升7.4%，比亚迪(01211.HK)亦升6.3%。行业本身有正面消息，中汽协公布，四月汽车零售额3,685亿元人民币，同比增长16.1%。不过芯片短缺、原材料价上升以及行业竞争加剧未来仍会左右行业发展，故现阶段暂不宜高追，如再反弹则可考虑略为减磅。
(笔者为证监会持牌人，持有腾讯股份)
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港股仍续处技术反弹阶段
耀才研究部称，隔晚(17日)美股三大指数下跌，但跌幅不算明显，市场继续忧虑联储局货币政策将会收紧，加上全球疫情反覆，均利淡股市表现。不过，中概股隔晚回勇，亦带动港股ADR普遍上升，高盛发表研究报告表示，近期中概股的疲弱给投资者提供了重新进入战略机遇。「黑期」今早(18日)升逾200点至28300点水平，料恒指今早有望裂口高开，一众近来弱势的增长类型股份於短期後市有望继续跑出，料恒指有望挑战10天线之阻力。
恒指昨日初步挑战10天线之阻力，目前正处於技术反弹水平，至今由4月29日高位29,405点展开的短期跌浪幅度达1,690点，目前正反弹约黄金比率0.382之幅度，若作进一步之反弹，以反弹幅度约0.5或0.618计，恒指则有望一试28,560点或甚至28,759点，亦即是道，如恒指能突破100天线之阻力，指数则可初步确认扭转跌势。
(笔者为证监会持牌人)~
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