植耀辉: 美股缺乏方向 恒指料高位整固
耀才证券研究部总监植耀辉称，美股隔晚(2日)缺乏方向，联储局褐皮书显示，美国经济於4、5月以较温和速度扩张，通胀压力则暂仍未退减；另一方面，科技股及能源股做好，不过原材料及消费类股份表现太失色，三大指数最终亦变化不大。道指微升25点，收报34,600点，标普500指数上升6点，收报4,208点，纳指上升19点或0.14%，收报13,756点。
港股方面，恒指昨日走势反覆，低开53点後跌幅一度扩大，但很快又出现反弹，最高见29,490点，不过升势无以为继，午後随着A股走势转弱，加上科技股跌势亦有所加深，令恒指跌势加深，收市竞价时间出现反弹，但全日计仍跌170点或0.58%，收报29,297点，大市成交金额1,502.3亿元。成份股中以药明生物(02269.HK)表现最差，下跌3%，创科(00669.HK)及蒙牛(02319.HK)跌幅亦达到3%。
至於早前强势之科技股则个别发展，腾讯(00700.HK)、快手(01024.HK)及美团(03690.HK)变化不大，不过恒生科技指数个别股份跌幅不少，明源云(00909.HK)便跌近4.5%，微盟(02013.HK)及比亚迪电子(00285.HK)亦下跌超过4%。
当然，以大市走势而言，港股由5月中低位27,700点附近出现反弹，至今累升不少，加上A股表现亦一般，稍作回调亦正常，只是後市走势如何，则短期仍要视乎A股表现，以及美国就业数据情况。但正如笔者早前指出，29,400点水平阻力并不轻，而且美国亦快将公布上月就业数据，相信投资观望气氛又再变得浓厚，预期大市将继续於现水平上落，後市暂以29,000点作为好淡之分水岭。
(笔者为证监会持牌人，持有腾讯股份)
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恒指首个支持位在29,000点关口
耀才研究部称，隔晚(2日)美股造好，道指已连升第五日，国际油价继续上升，即使油组维持逐增产安排，亦无阻油价升势，纽约期油再创32个月新高，石油股亦继续领涨道指。港股ADR靠稳，「黑期」今早(3日)亦跟随外围股市向好，指数今早有望继续向上试高位。市场目前较关注的是美国就业数据，今晚将会公布有「小非农」之称的ADP私人职位数据，而周五美国时间公布的非农就业数据将会是市场焦点，料环球股市於短期後市将会继续维持观望态度。
恒指走势方面，指数亦於昨日成功突破4月29日高位29,405点之阻力，指数目前正贴近保力通道顶部之前，只要後市未有出现显着回落，继续企稳29,000点关口之上，而随着通道扩阔，恒指有望於6月上旬向上试高位，目标该有望上试30,000点心理关口。
(笔者为证监会持牌人)~
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