植耀辉: A股势强续有力再上 港股先望29,400点
耀才证券研究部总监植耀辉称，港股昨日(26日)延续本周强势，恒指再升255点，高见29,166点，成交量亦维持在1,600亿元水平。至於A股则个别发展，上综指一度突破3,600点，最终收报3,593点，上升12点，两市成交合共9,667亿元人民币。虽然成交有所缩减，但仍算相当活跃。按现时情况，只要交投维持较高水平，预期上综指前景仍属利好，暂以前高位3,731点作目标。
当然，如A股能维持强势，对港股亦会有正面帮助，并有利进一步逼近首个阻力位29,400点水平。至於能否再作突破，则要视乎北水是否继续流入，以及落後板块如中资金融股会否接力再上。
股份方面，昨日比亚迪电子(00285.HK)及思摩尔(06969.HK)出现异动，前者一度急升超过两成，後者则午後跌势加剧，最多跌幅接近两成。先谈思摩尔，国家卫健委和世卫组织驻华代表处共同发布之《中国吸烟危害健康报告2020》中指出，有充分证据表明电子烟不安全，并会对健康产生危害，消息一出即时震散相关股份。由於思摩尔主业雾化装置与电子烟息息相关，今次事件所带来之冲击肯定不少，亦变相令业务前景存在较大不确定性，故不建议投资在短期博反弹。
至於比亚迪电子亦有与电子烟相关消息，有消息指比亚迪电子电子烟代工业务进展顺利，并接近量产阶段。然而笔者对比亚迪电子相关消息甚有保留，而且适逢电子烟行业有负面消息，加上股价昨日已大幅抽高，故现水平不建议大家追货矣!
(笔者为证监会持牌人，并未持有相关股份)
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美股三大指数靠稳 市场开始对通胀忧虑降温
耀才研究部称，隔晚(26日)美股三大指数靠稳，市场续对美国通胀忧虑降温，科技股继续回勇，而早前挟淡仓风波的主角视像游戏零售商GameStop (GME.US)，近期再掀炒风，令市场关注。港股ADR个别发展，「黑期」早段亦窄幅上落，料港股短期後市仍缺乏明确方向，A股於短期後市的表现仍将是关键。小米(01810.HK)首季业绩远胜市场预期，毛利率大幅提升，股价今日(27日)之表现将是市场焦点，公司首季全球出货量4940万部，市占率达到14.1%，全球排名第三，加上被美国制裁的忧虑消除，短期後市该有望领涨大市，短线目标可上望30元。
恒指於过去两个交易日屡创月内高位，主要受惠A股造好，短线目标为保力加通道顶部29,200点水平，只要恒指於短期後市续企稳29,000点关口之上，於期指结算日前，短线不宜胡乱看淡。
(笔者为证监会持牌人)~
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