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植耀辉: 千点波幅变闲事 静待措施出台入市
阿思达克 03-25 10:46
耀才证券研究部总监植耀辉称,港股近期持续大上大落,疫情消息加上美股单日波幅动辄千点,皆对港股带来不同程度冲击;某程度上,联储局推无限QE对当地股市正面,但疫情消息又会利淡投资气氛。总之,虽然港股今日(25日)料会跟随美股继续造好,但如此波动市况将维持一段时间,大家入市亦宜紧记分注吸纳之余,注码亦不宜太进取。

另外,原先想谈谈腾讯(00700.HK),不过其去年业绩值得深究的地方不多,今年展望亦未有太多亮点(这亦是笔者迟迟未有「出手」原因),所以决定稍後再找机会谈股王前景。反而近期内地三大电讯营运商流失逾千万用户,便引发不少茶余饭後话题。事缘有投资者观察到三大电讯商2月客户数量下跌,令外界更关注内地疫情之情况,然而主因相信是疫情影响充值卡需求有关。事实上,在电子支付年代,个别中小企拥有数个移动电话号码相当正常,而疫情令经济活动陷於停顿,中小微企暂定服务亦不足为奇。笔者亦预期在经济活动恢复正常後,用户人数可能又会有强劲增长。

不过,连向来稳定之电讯用户人数也出现此种冲击,可想而知内地经济在疫情之下所遭到之打击有多大。可以预期,内地首季经济表现肯定相当「难睇」,内地会推出那些措施以「保经济」,可能就是未来一至两季投资之重点。

(笔者为证监会持牌人,并未持有相关股份)~

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