植耀輝: A股勢強續有力再上 港股先望29,400點
耀才證券研究部總監植耀輝稱，港股昨日(26日)延續本周強勢，恆指再升255點，高見29,166點，成交量亦維持在1,600億元水平。至於A股則個別發展，上綜指一度突破3,600點，最終收報3,593點，上升12點，兩市成交合共9,667億元人民幣。雖然成交有所縮減，但仍算相當活躍。按現時情況，只要交投維持較高水平，預期上綜指前景仍屬利好，暫以前高位3,731點作目標。
當然，如A股能維持強勢，對港股亦會有正面幫助，並有利進一步逼近首個阻力位29,400點水平。至於能否再作突破，則要視乎北水是否繼續流入，以及落後板塊如中資金融股會否接力再上。
股份方面，昨日比亞迪電子(00285.HK)及思摩爾(06969.HK)出現異動，前者一度急升超過兩成，後者則午後跌勢加劇，最多跌幅接近兩成。先談思摩爾，國家衛健委和世衛組織駐華代表處共同發布之《中國吸煙危害健康報告2020》中指出，有充分證據表明電子煙不安全，並會對健康產生危害，消息一出即時震散相關股份。由於思摩爾主業霧化裝置與電子煙息息相關，今次事件所帶來之衝擊肯定不少，亦變相令業務前景存在較大不確定性，故不建議投資在短期博反彈。
至於比亞迪電子亦有與電子煙相關消息，有消息指比亞迪電子電子煙代工業務進展順利，並接近量產階段。然而筆者對比亞迪電子相關消息甚有保留，而且適逢電子煙行業有負面消息，加上股價昨日已大幅抽高，故現水平不建議大家追貨矣!
(筆者為證監會持牌人，並未持有相關股份)
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美股三大指數靠穩 市場開始對通脹憂慮降溫
耀才研究部稱，隔晚(26日)美股三大指數靠穩，市場續對美國通脹憂慮降溫，科技股繼續回勇，而早前挾淡倉風波的主角視像遊戲零售商GameStop (GME.US)，近期再掀炒風，令市場關注。港股ADR個別發展，「黑期」早段亦窄幅上落，料港股短期後市仍缺乏明確方向，A股於短期後市的表現仍將是關鍵。小米(01810.HK)首季業績遠勝市場預期，毛利率大幅提升，股價今日(27日)之表現將是市場焦點，公司首季全球出貨量4940萬部，市佔率達到14.1%，全球排名第三，加上被美國制裁的憂慮消除，短期後市該有望領漲大市，短線目標可上望30元。
恆指於過去兩個交易日屢創月內高位，主要受惠A股造好，短線目標為保力加通道頂部29,200點水平，只要恆指於短期後市續企穩29,000點關口之上，於期指結算日前，短線不宜胡亂看淡。
(筆者為證監會持牌人)~
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