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植耀辉: 纳指破万点关口创历史 网易(09999.HK)可作中长线持有
阿思达克 06-11 12:11
耀才证券研究部总监植耀辉称,美股隔晚(10日)个别发展。美国联储局结束一连两日货币政策会议,一如市场预料,联邦基金利率维持在0至0.25厘之间不变,并将持续至2022年。不过投资者仍关注经济前景,道指连续第二个交易日下跌,收报26,989点,下跌282或1.04%,标普 500 指数亦下跌17点或0.53%,收报3,190点。至於纳指则在苹果公司及Amazon破顶下,上升66点或 0.67%,收报10,020点,历史性地首度於万点以上收市。

对经济前景看法方面,联储局预期,今年经济将收缩6.5%,年底失业率为9.3%;明年经济则会出反弹,恢复增长5%,失业率将回落至6.5%。通胀方面,联储局预计今年通胀率为0.8%,明年将升至1.6%。

港股方面,昨日未能延续升势,於竞价时间微跌7点。当然,以跌幅而言并不多,但昨日所见除了腾讯(00700.HK)有较佳表现外,不少股份特别是早前急升之本地地产股及金融相关股皆见回吐,故今日要加倍留意相关股份表现。不过,始终大市已累升不少,加上25,500点阻力大,故预期港股将於24,500至25,000点先行整固。

今日焦点肯定是网易(09999.HK)上市。论前景笔者对其看法亦正面,不过预期今日升幅未必太多,毕竟作为第二上市,股价表现与美国ADS不会有太大偏离,事实上以昨日美股收市价计,网易折合港股约132.59元,较123元上市价有约8%溢价,故预期今日网易将有望上试130港元水平。笔者建议持货者可考虑作中长线持有。

另外,昨日以腾讯为首之一众手游相关股亦被炒起,唯个别如博雅互动(00434.HK)及云游(00484.HK)等缺乏基本因素支持,故不建议吸纳;至於腾讯股价破顶,但升幅实在颇惊人,慎防今日出现调整压力,故虽然腾讯前景理想,惟未持货者不妨待回落5-10%再作部署。

(笔者为证监会持牌人,持有Amazon股份)~

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