植耀輝: 美股續有好表現 港股反彈惟力度有限
耀才證券研究部總監植耀輝稱，美股隔晚(12日)維持升勢，本週公佈業績之金融股有不俗表現，加上科技股仍有資金追捧，三大指數均錄得升幅，當中道指上升126點或0.36%，收報34,996點；標普500指數上升0.35%，收報4,384點，納指上升31點或0.21%，收報14,733點。
至於港股，昨日跟隨A股有好表現，早段更一度大升超過400點，惟科技股繼續見沽壓，油股表現亦欠佳，最終恆指全日僅升170點，收報27,515點，成交金額1,546億元。成份股中表現最好爲海底撈(06862.HK)，上升8.8%，其次爲上升7.8%之比亞迪(01211.HK)。至於剛出6月出貨量之舜宇(02382.HK)因數據表現欠理想，股價因而受壓，下跌2.3%，爲成份股中最大跌幅股份。至於上週累跌5%之申洲國際(02313.HK)仍未止跌，昨日再跌超過2%，收報177.9元，爲成份股中第二差藍籌。
港股昨日雖見反彈，但力度相當有限，始終科技股沽壓仍大，昨日見騰訊(00700.HK)北水淨沽出仍達到16億元人民幣，其股價表現仍見偏軟。除非科技股再獲資金吸納，否則大市難有好表現。預期港股將維持拉鋸格局，於27,000至28,000點水平上落。
(筆者爲證監會持牌人，持有騰訊股份)
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美股續創新高 內地科網巨企風險持續
耀才研究部稱，美股隔晚(12日)上揚，三大指數持續齊創上市新高。市場氣氛熱烈，同時觀望企業業績以及聯儲局主席鮑威爾週二及三出席國會聽證會；英國新冠肺炎疫情持續惡化，連續六天單日新增確診病例超過3萬宗，當局預計夏季恐達到每日新增10萬宗確診，除了業績股爆雷之外，疫情惡化可能會成爲股市中的重大風險因素。外電指早於3月底時，已經決定暫停在美國或本港上市的計劃；另外，當局亦擬要求騰訊(00700.HK)旗下騰訊音樂放棄所獲唱片公司對音樂的獨家授權，反壟斷及數據安全監管持續，科網巨頭能否持續反彈成關鍵，騰訊昨日錄得北水淨流出16億元人民幣。
恆指近日成功守住250天牛熊分界線，同時RSI出現超賣情況，假設恆指見底回升的話，以黃金反彈比率0.382計，恆指首先將有望重返27,800點水平。
(筆者爲證監會持牌人)~
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