植耀輝: 美股走勢似轉弱 港股維持區間上落
耀才證券研究部總監植耀輝稱，美股上週五(16日)回落，變種病毒繼續在全球擴散，加上對通脹之擔憂，芯片股亦表現欠佳，拖累美股表現。道指下跌近300點，標普500指數及納指亦分別下跌0.75%及0.8%。全周計，三大指數均錄得下跌，當中道指累跌0.5%，標普下跌約1%，納指則跌1.9%。
港股方面，雖然大部分藍籌表現一般，但在港交所(00388.HK)及小米(01810.HK)造好支持下，恆指最終仍能微升8點，收報28,004點。全周計，恆指上升660點或2.4%。
上文提到之港交所最多升超過5%，收市則仍能維持4%升幅。彭博引述消息指，中國計劃免除企業來港上市前，需要尋求內地網信辦批準之規定。如屬實的話，相信會有爲數不少之科技公司將轉至香港上市，港交所亦能受惠，持貨之投資者可繼續安心持有。至於小米則受惠於市場研究機構Canalys之統計，小米在今年第二季全球智能手機市場出貨量中，市佔率達到17%，超越蘋果(AAPL.US)成爲全球第二。其股價最終升近5%。
至於港股短期表現，基於科技股表現仍反覆，同時美股走勢似有所轉弱，預期恆指將繼續維持拉鋸格局不變。當然如A股能有好表現，則對港股仍會有相當支持，只是A股現時亦維持區間上落，預期恆指亦只會於27,500點至28,500點上落。
(筆者爲證監會持牌人，並未持有相關股份)
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恆指回試10天線水平支持
耀才研究部稱，上週五(16日)美股三大指數全線向下，並以接近全日低位收市，晶片股和銀行股受壓。美國密歇根大學7月消費者信心指數初值爲80.8，低於預期的86.5，通脹上升令消費氣氛轉差，受訪者更預計未來1年通脹率爲4.8%。同一時間，OPEC+達成8月及以後的縮減產量協議，減產力度將會減少，紐約期油一度跌至近每桶70美元水平，拖累了市場的氣氛。展望本週，美股多家藍籌公佈業績，包括IBM(IBM.US)、Netflix(NFLX.US)、聯合航空(UAL.US)、可口可樂(KO.US)、Verizon(VZ.US)、得州儀器(TXN.US)、英特爾(INTC.US)、AT&T(T.US)、Twitter(TWTR.US)、美國航空(AAL.US)、美國運通(AXP.US)等，留意外圍氣氛。港股方面，中國鋁業(02600.HK)、丘鈦科技(01478.HK)、康希諾生物(06185.HK)及IMAX CHINA(01970.HK)均發盈喜。
恆指目前於20天線即28,300點前止步，這水平屬於能否扭轉弱勢的關鍵假設恆指成功回升至該水平的話，則意味着重返自3月起的大型長方型區間底部，有條件上望頂部作上落市格局，首要支持位則看10天線27,758點。
(筆者爲證監會持牌人)~
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