植耀輝: 新舊經濟股輪流炒作 港股繼續區間上落
耀才證券研究部總監植耀輝稱,港股昨日(12日)走勢呈好淡爭持,新舊經濟股表現又再度交替,週三急跌之新經濟股個別出現強勁反彈,反觀舊經濟股卻出現顯著回吐。由於美股亦出現相似情況,資金輪流炒作新舊經濟股,因此此種現象仍會發生。不過在如此波動市下,投資者亦實在不宜過於進取,正如早前指出,個別有基本面支持之股份仍值得繼續持有,但個別舊經濟股如油股則筆者傾向趁反彈減磅。而大市現階段將繼續於26,000至26,500點水平上落。
亦要談談騰訊(00700.HK)季績表現。其第三季非國際會計準則盈利按年升32%,勝於預期,當中較受關注之網絡遊戲收入按年亦升45%,表現較市場預期為佳。筆者認為,網絡遊戲收入強勁屬預期內,但騰訊近年透過網絡遊戲開發更多商機,則對集團長遠發展有利之餘,亦可延續遊戲壽命,例如將會推出以《王者榮耀》故事為藍本之動畫及電視劇。至於金融科技及網絡廣告增速分別為24%及16%,表現一般,但在疫情影響下亦屬合理。總括而言,今次騰訊業績表現合乎預期,可繼續作中長線持有。
(筆者為證監會持牌人,持有騰訊股份)~
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