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植耀輝: 港股續吹無定向風 新經濟股未宜高追
阿思達克 05-18 11:34
耀才證券研究部總監植耀輝稱,港股上周表現呈好淡爭持,繼續於早前23,500至24,600點水平拉鋸。始終投資市場整體情況未見太大改變,特別是雖然多國國家或地區陸續有限度解封,惟疫情在全球仍繼續蔓延,一旦出現第二波爆發,對經濟影響實在難料,所以港股近日維持窄幅上落亦某程度上與此有關。

本周焦點當然是兩會正式揭幕,市場關注的事項相當多,例如今年內地經濟增長目標為何、會有那些刺激經濟措施,以及直接一點,那些板塊將會成為內地未來重點發展。在此情況下,預期不少板塊會有炒作機會,但須留意部分板塊如雲服務、5G、醫療以及個別內需股份已率先被大幅炒上,所以高追始終有相當風險,建議投資者宜小心行事。

另外,今日恆指服務公司將宣布「同股不同權」及「第二上市」納入恆指成份股之諮詢結果,納入應該沒有太大懸念,但上周美團(03690.HK)及小米(01810.HK)已顯著有資金追捧,只是即使能正式獲機會納入成份股,惟最快亦要待下一季始有機會,加上股價已被大幅炒高,業務發展仍具一定變數(例如美團「到店、酒店及旅遊業務」),故現水平亦不宜高追矣!

(筆者為證監會持牌人,並未持有相關股份)~

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