You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 美股個別發展納指反彈 今日焦點騰訊(00700.HK)季績
阿思達克 11-12 10:35
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(11日)個別發展,道指微跌,不過近日大跌之科技股則見反彈,納指亦回升近2%,收報11,786點,至於道指下跌23點,收報29,397點,標普500指數升0.77%,收報3,572點。

港股方面,昨日雖然指數跌幅不大,但大市繼續呈分行格局,舊經濟股表現搶鏡,例如太古A(00019.HK)便大升9%,中移動(00941.HK)及聯通(00762.HK)亦升超過6%;反觀科技股表現卻令投資者感到心驚膽顫,過去市場熱炒之AMTX均大跌,就連電動車比亞迪(01211.HK)亦大跌近15%。事實上,若以跌幅計,騰訊(00700.HK)本周已大跌10.3%,由高位計跌幅達13%;美團(03690.HK)更誇張,一周大跌17%,高位計跌幅更接近20%。

筆者認為,資金轉為追捧估值較低之舊經濟股合理,惟個別新經濟股之跌幅實在有點「跌過龍」,如氣氛再次有所逆轉,相信股價或會有所反彈,所以如今日騰訊季績能有好表現,相信會有助股價跌勢喘定。另外,昨日港股通騰訊淨買入達到67.55億元,美團淨買入資金亦達37.88億元,且看今日兩者股價能否有所反彈。

(筆者為證監會持牌人,持有阿里巴巴及騰訊股份)~

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.
uSMART
Wealth Growth Made Easy
Open Account