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耀才團隊: 恆指公司將公布季檢結果
阿思達克 08-14 11:38
耀才證券研究部團隊稱,隔晚(13日)美股個別發展,雖然上周新申領失業金人數少於100萬,為3月以來首次低於100萬人,但美國共和民主兩黨仍未能就新一輪救市方案達成共識,市場未有太大方向,道指收跌80點。科技股表現仍然較好,蘋果股價創新高報460.04美元,納指升30點。中港股市方面,市場聚焦8月15日中美電話會談的成果,新舊經濟股繼續個別發展,ADR回吐過百點。騰訊(00700.HK)旗下熱門遊戲《要塞英雄》因違反蘋果公司的付款規定而被蘋果應用程式商店(App Store)下架,加上近期政治氣氛影響仍會拖累股價。今日恆指公司將公布季檢結果,阿里(09988.HK)及美團(03690.HK)被認為最大機會染藍,後市將有望因納入兩隻較高市盈率的股份而提升估值。

從技術上看,恆指成功突破25,000點關口,指數更創月內新高,只要恆指於短期後市繼續企穩25,000點關口之上,短線目標該可上移至250天線25,800點水平。

(筆者為證監會持牌人)~

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