植耀輝: 通脹升溫無阻美股表現 中軟國際(00354.HK)可續持有
耀才證券研究部總監植耀輝稱，雖然美國5月CPI數據超預期，並創下2008年8月最大增幅，不過10年期債息不升反跌，並跌至3月以來最低，隔晚(10日)對美股帶來支持。道指最終上升19點，收報34,466點，納指上升108點或0.78%，收報14,020點，值得一提的是標普500指數創歷史新高，收報4,239點，上升19點或0.47%。
至於港股昨日變化不大，恆指僅微跌4點，不過個別板塊則展現強勢，航運股升幅顯著，中遠海控(01919.HK)升12%，東方海外(00316.HK)亦升4%。在線教育股亦見資金追捧，新東方教育(09901.HK)升幅便達到19.4%。
隨著隔晚美債息回落，料會對港股或科技股會有支持。當然論走勢恆指已連續第七日下跌，雖然跌幅不大，但走勢似乎仍偏弱，且看今日能否扭轉近期弱勢。預期恆指將繼續於28,500至29,000點水平上落。
亦要跟進早前推介之中軟國際(00354.HK)之最新部署。該股過去兩個交易日表現理想，並已升抵筆者早前訂下13.5港元之水平。筆者早前提過之利好因素是否已反映在股價身上仍有待觀察，不過北水交投依然活躍，對股價亦會有正面支持，因此現水平如仍持貨的話，可先訂止賺位再繼續持有。
(筆者為證監會持牌人，並未持有相關股份)
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美10年債息回落 大市嘗試突破29,000點
耀才研究部稱，隔晚(10日)美股三大指數造好，道指曾抽升290點，不過收市只升19點；標指創出收市新高。美國5月份消費物價指數(CPI)按年升5%，較預期漲4.7%為高，核心CPI按年漲3.8%，為1992年以來最強，也超出預期的3.5%。不過市場並未有過份憂慮美聯儲可能需要調整刺激的貨幣政策，資金持續流入債市，推低美國10年期國債息率至1.43厘，創三個月低位。同時，美國就業市場進一步改善，首次申領失業救濟人數連跌6周，最新一周報37.6萬人，優於預期。港股ADR反彈至28,800水平，近日恆指未能突破29,000關口，昨日內地公佈新增人民幣貸款優於預期，留意A股表現，將對港股有所推動。
技術上看，恆指上周於29,500點關口遇壓回落，未能突破自三月起以來的長方形橫行格局，恆指更連續三天回試20天及50天線之支持，不過收市成功守住，目前首個支持位為保力加通道中軸20天線之支持，只要恆指未有跌穿此關，整固過後仍有望再挑戰高位。
(筆者為證監會持牌人)~
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