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植耀辉: 港股续吹无定向风 新经济股未宜高追
阿思达克 05-18 11:34
耀才证券研究部总监植耀辉称,港股上周表现呈好淡争持,继续於早前23,500至24,600点水平拉锯。始终投资市场整体情况未见太大改变,特别是虽然多国国家或地区陆续有限度解封,惟疫情在全球仍继续蔓延,一旦出现第二波爆发,对经济影响实在难料,所以港股近日维持窄幅上落亦某程度上与此有关。

本周焦点当然是两会正式揭幕,市场关注的事项相当多,例如今年内地经济增长目标为何、会有那些刺激经济措施,以及直接一点,那些板块将会成为内地未来重点发展。在此情况下,预期不少板块会有炒作机会,但须留意部分板块如云服务、5G、医疗以及个别内需股份已率先被大幅炒上,所以高追始终有相当风险,建议投资者宜小心行事。

另外,今日恒指服务公司将宣布「同股不同权」及「第二上市」纳入恒指成份股之谘询结果,纳入应该没有太大悬念,但上周美团(03690.HK)及小米(01810.HK)已显着有资金追捧,只是即使能正式获机会纳入成份股,惟最快亦要待下一季始有机会,加上股价已被大幅炒高,业务发展仍具一定变数(例如美团「到店、酒店及旅游业务」),故现水平亦不宜高追矣!

(笔者为证监会持牌人,并未持有相关股份)~

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