植耀辉: 通胀升温无阻美股表现 中软国际(00354.HK)可续持有
耀才证券研究部总监植耀辉称，虽然美国5月CPI数据超预期，并创下2008年8月最大增幅，不过10年期债息不升反跌，并跌至3月以来最低，隔晚(10日)对美股带来支持。道指最终上升19点，收报34,466点，纳指上升108点或0.78%，收报14,020点，值得一提的是标普500指数创历史新高，收报4,239点，上升19点或0.47%。
至於港股昨日变化不大，恒指仅微跌4点，不过个别板块则展现强势，航运股升幅显着，中远海控(01919.HK)升12%，东方海外(00316.HK)亦升4%。在线教育股亦见资金追捧，新东方教育(09901.HK)升幅便达到19.4%。
随着隔晚美债息回落，料会对港股或科技股会有支持。当然论走势恒指已连续第七日下跌，虽然跌幅不大，但走势似乎仍偏弱，且看今日能否扭转近期弱势。预期恒指将继续於28,500至29,000点水平上落。
亦要跟进早前推介之中软国际(00354.HK)之最新部署。该股过去两个交易日表现理想，并已升抵笔者早前订下13.5港元之水平。笔者早前提过之利好因素是否已反映在股价身上仍有待观察，不过北水交投依然活跃，对股价亦会有正面支持，因此现水平如仍持货的话，可先订止赚位再继续持有。
(笔者为证监会持牌人，并未持有相关股份)
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美10年债息回落 大市尝试突破29,000点
耀才研究部称，隔晚(10日)美股三大指数造好，道指曾抽升290点，不过收市只升19点；标指创出收市新高。美国5月份消费物价指数(CPI)按年升5%，较预期涨4.7%为高，核心CPI按年涨3.8%，为1992年以来最强，也超出预期的3.5%。不过市场并未有过份忧虑美联储可能需要调整刺激的货币政策，资金持续流入债市，推低美国10年期国债息率至1.43厘，创三个月低位。同时，美国就业市场进一步改善，首次申领失业救济人数连跌6周，最新一周报37.6万人，优於预期。港股ADR反弹至28,800水平，近日恒指未能突破29,000关口，昨日内地公布新增人民币贷款优於预期，留意A股表现，将对港股有所推动。
技术上看，恒指上周於29,500点关口遇压回落，未能突破自三月起以来的长方形横行格局，恒指更连续三天回试20天及50天线之支持，不过收市成功守住，目前首个支持位为保力加通道中轴20天线之支持，只要恒指未有跌穿此关，整固过後仍有望再挑战高位。
(笔者为证监会持牌人)~
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