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植耀辉: 港股观望气氛浓厚 恒指新贵短线有追捧
阿思达克 08-17 11:19
耀才证券研究部总监植耀辉称,港股上周表现不俗,全周计累升651点或2.65%,并重上25,000点水平,不过上周五(14日)走势则有所偏软,在汇控(00005.HK)拖累下跌47点,收报25,183点。港股上周虽见反弹,不过後市走势仍颇不明朗,中美关系继续是市场焦点,美国总统连番出招,并特别针对中国科技巨企,便令投资者对後市看法变得相当审慎,观乎上周五大市成交量只得1,033亿元便可见一斑。事实上,昨日又有消息指特朗普正研究是否封杀阿里巴巴(09988.HK),因此投资者亦要加倍留意未来相关消息。

除此以外,本周将陆续有蓝筹公司公布业绩,今日便有舜宇(02382.HK)及吉利(00175.HK),周三则会有港交所(00388.HK)。预期亦会对个别板块去向有一定启示。故此,相信港股将维持上落市格局,尤其是25,500点料有相当阻力,预期将於24,800至25,500点水平上落。

亦要谈谈恒指季检结果。阿里入选是预期之内,相比之下小米(01810.HK)及药明生物(02269.HK)入选则属於「半爆冷」,在被动式基金追货加上北水或会继续热炒,相信两者股价短期仍有望造好。至於美团(03690.HK)大热倒灶,短期股价出现调整机会相当高,但作为其中一只颇受北水欢迎之股份,走势如何仍须观察北水资金流变化。最後安踏(02020.HK)再次落选,基於股价近日被大幅炒上,今日走势亦难免出现调整,现阶段还是较适宜观望矣!

(笔者为证监会持牌人,持有阿里巴巴股份)~

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