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植耀辉: 美团(03690.HK)造好恒指微升 恒指阻力续看29,400点
阿思达克 06-01 10:25
耀才证券研究部总监植耀辉称,港股昨日(5月31日)在美团(03690.HK)及腾讯(00700.HK)领军下力守29,000点,最终上升27点,收报29,151点。事实上,两者合共已为恒指贡献达216点,不过友邦(01299.HK)及汇控(00005.HK)股价不济,抵销两者升幅。值得留意的是,大市成交相当活跃,全日计达到1,522亿元。

累计五月份计,恒指上升426点或1.45%,论表现算是相当不俗。大市能有如此表现,则肯定归功於A股。上综指5月累升近5%,亦成为支持港股造好之一大原因。踏入6月份,除了要继续留意A股以及人民币表现外,疫情状况仍须留意。正如早前指出,恒指短期阻力位为29,300至29,400点水平,且看短期是否有力能作出突破。

股份方面,中共中央政治局昨日召开会议,会议指出进一步优化生育政策,实施一对夫妻可以生育三个子女政策及配套支持措施。消息随即令生育概念及儿童相关板块急升,好孩子(01086.HK)急升31%,锦欣生殖(01951.HK)及贝康医疗(02170.HK)亦分别上升17.5%及15%。当然有关股份是否受惠相关政策仍有待观察,不过由於相关股份升势颇急,现阶段追货似乎值搏率不高,故入市亦只宜小注。

(笔者为证监会持牌人,持有腾讯及友邦股份)

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留意人民币短期後市走向

耀才研究部称,隔晚(5月31日)美股及英国股市假期休市,外围金融市场交投淡静,欧洲股市先升後回,但整体变动不大。「黑期」今早表现靠稳,由於市场暂缺乏明确方向,料恒指早段将维持窄幅上落。较值得留意的是A股短期後市表现,虽然A股表现强势,但人行出手压制人民币升值,上调金融机构外汇存款准备金率2个百分点,不过人民币今早(6月1日)走势持续偏强,外资流入势头仍然显着,料短期後市将维持好淡争持格局。

港股昨日一度下试100天线,但贴近此关後跌幅很快收窄,形态上继续有利短期後市表现,短线阻力位在29,500点水平,只要恒指能突破此关,恒指将有望挑战30,000点心理关口。

(笔者为证监会持牌人)~

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