植耀輝: 港股觀望氣氛濃厚 恆指新貴短線有追捧
耀才證券研究部總監植耀輝稱,港股上周表現不俗,全周計累升651點或2.65%,並重上25,000點水平,不過上周五(14日)走勢則有所偏軟,在匯控(00005.HK)拖累下跌47點,收報25,183點。港股上周雖見反彈,不過後市走勢仍頗不明朗,中美關係繼續是市場焦點,美國總統連番出招,並特別針對中國科技巨企,便令投資者對後市看法變得相當審慎,觀乎上周五大市成交量只得1,033億元便可見一斑。事實上,昨日又有消息指特朗普正研究是否封殺阿里巴巴(09988.HK),因此投資者亦要加倍留意未來相關消息。
除此以外,本周將陸續有藍籌公司公布業績,今日便有舜宇(02382.HK)及吉利(00175.HK),周三則會有港交所(00388.HK)。預期亦會對個別板塊去向有一定啟示。故此,相信港股將維持上落市格局,尤其是25,500點料有相當阻力,預期將於24,800至25,500點水平上落。
亦要談談恆指季檢結果。阿里入選是預期之內,相比之下小米(01810.HK)及藥明生物(02269.HK)入選則屬於「半爆冷」,在被動式基金追貨加上北水或會繼續熱炒,相信兩者股價短期仍有望造好。至於美團(03690.HK)大熱倒灶,短期股價出現調整機會相當高,但作為其中一隻頗受北水歡迎之股份,走勢如何仍須觀察北水資金流變化。最後安踏(02020.HK)再次落選,基於股價近日被大幅炒上,今日走勢亦難免出現調整,現階段還是較適宜觀望矣!
(筆者為證監會持牌人,持有阿里巴巴股份)~
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