植耀輝: 美股個別發展 投資者續觀望
耀才證券研究部總監植耀輝稱，聯儲局主席鮑威爾於衆議院金融服務委員會聽證會上表示美國經濟仍未復甦到開始縮減買債規模程度，不過最新公佈之6月PPI按月增1%，按年增7.3%，創下2010年最大升幅。隔晚(14日)三大指數個別發展。當中道指及標普500指數持續升勢，分別上升0.13%及0.12%，不過納指則下跌0.22%。
港股昨日下跌，在金融股拖累下恆指一度跌至27,700點邊緣，其後低位雖見反彈，但最終仍下跌175點，收報27,787點，成交金額1,436.3億元。金融股表現較失色，匯控(00005.HK)及友邦(01299.HK)分別下跌1.6%及1.8%，科技股中騰訊(00700.HK)逆市靠穩，不過美團(03690.HK)則下跌1.7%。另外汽車股表現亦欠佳，比亞迪(01211.HK)下跌5.6%，吉利(00175.HK)亦跌2.6%。
雖然港股昨日下跌，但畢竟早前已連升三個交易日，累積升幅過千點，故在A股偏軟的情況下，稍爲回吐亦正常，只是大市整體氣氛仍一般，投資者亦繼續抱觀望態度。加上今日(15日)內地亦將公佈重磅經濟數據(第二季GDP)，預期A股將會較反覆，相信大市暫將繼續於27,500至28,000點水平整固。
(筆者爲證監會持牌人，持有友邦及騰訊股份)
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鮑威爾放鴿 科網股能否繼續反彈成關鍵
耀才研究部稱，隔晚(14日)美股三大指數反覆上落，收市個別發展，標普最多曾見4,393點創即市新高，主要因爲聯儲局主席鮑威爾的偏鴿言論，他指通脹飆升只屬暫時性質，其後將會緩和下來，同時關注持續增加就業的必要性，目前距離局方撤回支持經濟的任何舉措，包括每月購買1,200億美元債券的計劃，還有十分漫長的路途。美國十年期債息下挫，尾段跌逾8.3個基點，低見1.34釐，提振金價升1%。有指蘋果公司(AAPL.US)將提高年內產量，其股價隔晚破頂，有望支持本港相關概念股，不過科網巨企能否繼續反彈浪潮仍然是大市氣氛的重要關鍵指標，恆指兩天未能突破10天線，阻力較大。
恆指日前已完成黃金反彈比率0.382的目標27,800點，現時於10天線水平即27,925點出現阻力，恆指能否保持RSI於50水平以支持買入動能成關鍵，否則需要小心此輪反彈浪已告完結，主要支持位於250天線27,116點。
(筆者爲證監會持牌人)~
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