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植耀輝: 美團(03690.HK)造好恆指微升 恆指阻力續看29,400點
阿思達克 06-01 10:25
耀才證券研究部總監植耀輝稱,港股昨日(5月31日)在美團(03690.HK)及騰訊(00700.HK)領軍下力守29,000點,最終上升27點,收報29,151點。事實上,兩者合共已為恆指貢獻達216點,不過友邦(01299.HK)及匯控(00005.HK)股價不濟,抵銷兩者升幅。值得留意的是,大市成交相當活躍,全日計達到1,522億元。

累計五月份計,恆指上升426點或1.45%,論表現算是相當不俗。大市能有如此表現,則肯定歸功於A股。上綜指5月累升近5%,亦成為支持港股造好之一大原因。踏入6月份,除了要繼續留意A股以及人民幣表現外,疫情狀況仍須留意。正如早前指出,恆指短期阻力位為29,300至29,400點水平,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開會議,會議指出進一步優化生育政策,實施一對夫妻可以生育三個子女政策及配套支持措施。消息隨即令生育概念及兒童相關板塊急升,好孩子(01086.HK)急升31%,錦欣生殖(01951.HK)及貝康醫療(02170.HK)亦分別上升17.5%及15%。當然有關股份是否受惠相關政策仍有待觀察,不過由於相關股份升勢頗急,現階段追貨似乎值搏率不高,故入市亦只宜小注。

(筆者為證監會持牌人,持有騰訊及友邦股份)

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留意人民幣短期後市走向

耀才研究部稱,隔晚(5月31日)美股及英國股市假期休市,外圍金融市場交投淡靜,歐洲股市先升後回,但整體變動不大。「黑期」今早表現靠穩,由於市場暫缺乏明確方向,料恆指早段將維持窄幅上落。較值得留意的是A股短期後市表現,雖然A股表現強勢,但人行出手壓制人民幣升值,上調金融機構外匯存款準備金率2個百分點,不過人民幣今早(6月1日)走勢持續偏強,外資流入勢頭仍然顯著,料短期後市將維持好淡爭持格局。

港股昨日一度下試100天線,但貼近此關後跌幅很快收窄,形態上繼續有利短期後市表現,短線阻力位在29,500點水平,只要恆指能突破此關,恆指將有望挑戰30,000點心理關口。

(筆者為證監會持牌人)~

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