植耀輝: 美股造好標普續創新高 港股續低位整固
耀才證券研究部總監植耀輝稱，美股隔晚(7日)變化不大，聯儲局會議記要顯示官員認爲經濟復甦可能較預期爲快，但對何時開始減少買債規模存有分歧；另外油價下跌對資源股亦有影響。最終道指上升104點或0.3%，收報34,681點，標普500指數上升14點或0.34%，收報4,358點，納指微升1點，收報14,665點。
港股昨日延續近期頹勢，連續第七個交易日下跌，恆指最終收報27,960點，下跌112點，成交金額1,565.6億元。值得留意的是，恆指最多曾跌至27,703點水平，其後科技股跌勢收窄，加上醫藥及新能源股反彈，令恆指最終仍能重上27,900點之上收市。
觀乎恆指短期走勢，正如上文提到，27,700點仍是關鍵水平，而科技股短線面對衆多不利消息，加上北水仍力沽，或會繼續對大市帶來壓力。預期大市將繼續於27,700至28,200點水平先作整固之餘，炒股不炒市格局將維持。
不可不提港交所(00388.HK)表現。港交所昨日大升5.3%，收報491元，爲近一個月以來高位。港交所昨日公佈，上半年期貨及期權日均成交創紀錄新高，加上市場相信未來會有更多中概股回港上市，均有利其表現。事實上，中概股迴歸屬大勢所趨，因此港交所長遠仍利好，只是其股價短期主要受市場氣氛帶動，除非恆指短期能有所反彈，否則其股價在挑戰500元關口料有相當大阻力，建議未持貨投資者，可待其股價回落至470至480元附近再作考慮。
(筆者爲證監會持牌人，並未持有相關股份)
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恆指有機會下試27,505點
耀才研究部稱，隔晚(7日)三大指數先跌後回升，美國10年期債息跌穿1.3釐，創4個月低位，美股標指及納指再度破頂後一度倒跌，但最終創收市新高。市場關注聯儲局6月議息會議紀錄，官員們普遍認爲，展開縮減每月買債規模的門檻尚未達到，不過基於現時的經濟復甦步伐，他們亦認爲開始縮減買債的時間可能會比預期要早。近日港股七連跌，未能擺脫弱勢，主要由於科網股的政策監管風險持續，假如ATM股份未能夠反彈的話，恆指仍然有機會下試近期新低。
恆指昨日低見27,703點，已成功下試5月14日低位27,715點，其後有資金流入博反彈，不過MACD熊訊號仍然較爲明顯，先留意該低位水平能否成功守住。假如沽壓持續，恆指將下試3月25日低位即27,505點。
(筆者爲證監會持牌人)~
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