植耀辉: 美股个别发展纳指反弹 今日焦点腾讯(00700.HK)季绩
耀才证券研究部总监植耀辉称,美股三大指数隔晚(11日)个别发展,道指微跌,不过近日大跌之科技股则见反弹,纳指亦回升近2%,收报11,786点,至於道指下跌23点,收报29,397点,标普500指数升0.77%,收报3,572点。
港股方面,昨日虽然指数跌幅不大,但大市继续呈分行格局,旧经济股表现抢镜,例如太古A(00019.HK)便大升9%,中移动(00941.HK)及联通(00762.HK)亦升超过6%;反观科技股表现却令投资者感到心惊胆颤,过去市场热炒之AMTX均大跌,就连电动车比亚迪(01211.HK)亦大跌近15%。事实上,若以跌幅计,腾讯(00700.HK)本周已大跌10.3%,由高位计跌幅达13%;美团(03690.HK)更夸张,一周大跌17%,高位计跌幅更接近20%。
笔者认为,资金转为追捧估值较低之旧经济股合理,惟个别新经济股之跌幅实在有点「跌过龙」,如气氛再次有所逆转,相信股价或会有所反弹,所以如今日腾讯季绩能有好表现,相信会有助股价跌势喘定。另外,昨日港股通腾讯净买入达到67.55亿元,美团净买入资金亦达37.88亿元,且看今日两者股价能否有所反弹。
(笔者为证监会持牌人,持有阿里巴巴及腾讯股份)~
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.