植耀輝: 美企績差拖累道指 港股繼續整固格局
耀才證券研究部總監植耀輝稱,美股隔晚(13日)走勢反覆,雖然新申領失業救濟金人數少於預期,不過新一輪刺激經濟法案仍未達成共識,加上Cisco業績表現令人失望拖累股價大跌超過一成,拖累道指表現。最終道指下跌80點或0.3%,收報27,896點,標普500指數收報3,373點,下跌6點或0.2%,納指則繼續有較理想表現,上升30點或0.3%,收報11,042點。
港股昨日呈拉鋸格局,於25,200點水平上落。權重股呈個別發展,騰訊(00700.HK)業績雖優於預期,但股價卻先升後跌,收市跌超過2%至510元。反而中移動(00941.HK)股價見追捧,上升3.6%至59元,並限制大市跌幅。
雖然港股暫已企穩於25,200點之上,但由於缺乏進一步上升之催化劑,預期後市有較大機會於現水平先行整固。當然後市仍須關注中美關係之情況、企業業績表現以及A股走勢。
股份方面,特別要談談昨日急升之聯通(00762.HK)。論中期業績表現其實亮點不大,收入上升至1,383億元人民幣,同比上升4%,股東應佔溢利則上升10.1%至76億元人民幣,當然投資者憧憬在5G發展下未來發展會續有好表現,惟在提速降價的大前題下,現階段電訊營運商業務難有太大突破,只是股價長期處於落後,而且中聯通本身估值亦不算高,故才能出現如斯升幅。因此現價再高追似乎不太「值博」矣。
(筆者為證監會持牌人,並未持有相關股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.