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植耀辉: 腾讯(00700.HK)业绩成焦点 港股继续上落格局
阿思达克 08-12 10:30
耀才证券研究部总监植耀辉称,过去不少上市公司为加深散户投资者对该公司之认识,部分会举办如投资推介会,以令投资者对公司业务发展有更详细之了解;而部分快将上市之公司,则会透过在媒体大卖广告的形式,以加深外界的印象。不过,像恒大健康(00708.HK)早前如此铺天盖地宣传,恐怕也真是少之又少。当然,纯以宣传推广角度,短时间内确令「恒驰」品牌变得街知巷闻。不过如此「洗脑式」宣传,外界评价却似乎是毁多於誉。

至於该公司电动车发展前景,笔者本已搜集不少资料,不过见坊间有更多高手已作详细分享,不赘;只是以一间市值已达2,340亿港元之公司而言,炒憧憬也似乎已过份反映了!笔者在此只想说,与其斥资大卖广告,倒不如保留资金,尽快推出产品会更好,以免他日陷入广告卖了,钱也花了,但却迟迟未有产品面世的尴尬局面。

也要谈谈港股最新部署。传统上8月股市也会有较大波动,皆因投资者会较关注大蓝筹业绩表现,不过今年情况更加难测,政治因素仍是最大的不确定性,美国会否再向中国企业出招当然备受关注;相比之下,今日公布业绩之腾讯(00700.HK)焦点亦由业务表现转为未来「向外闯」之发展策略会否有所改变,这亦会是分析员会议上大家最关注的话题。至於恒指表现,虽然昨日大幅抽升,但预期仍只会维持拉锯格局,於24,000至25,000点水平上落。

(笔者为证监会持牌人,并未持有相关股份)~

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