植耀辉: 静待中企业绩表现 港股继续区间上落
耀才证券研究部总监植耀辉称,港股上周表现维持争持格局,大致上於25,000点水平上落。虽然变化似不大,但期内亦曾出现单日大升大跌情况,美国对香港「出招」以及A股走势,均对港股带来影响,故本周要留意之因素,仍包括中美关系以至A股表现,同时本周轮到中资股特别是内银股等权重股公布业绩,且看会否对港股带来一定启示。预期港股暂将继续於24,500点至25,500点拉锯。
至於股份方面,看来今日焦点仍是离不开新经济股。美团(03690.HK)上周五(21日)公布之中期业绩表现远胜预期,不但成功扭亏为盈,而且各业务指标均有不俗表现,难怪股价在绩前可以不断创新高;只是股价累升实在不少,同时北水会否持续流入亦关键-北水已连续19个交易日出现净流入情况,故今日(24日)北水动向亦值得关注。笔者建议还是待见稍为回落再吸纳会较好。
腾讯(00700.HK)今日亦须留意,皆因有指特朗普政府正暗示包括苹果在内等美国公司可以继续在中国使用微信,消息刺滶腾讯ADR股价大升,料亦有利今日腾讯股价。不过,由於特朗普经常出口术,故未来发展仍有待观察;只是腾讯基本面理想,持货者暂亦可安心持有。
(笔者为证监会持牌人,并未持有相关股份)~
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