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植耀辉: 新旧经济股轮流炒作 港股继续区间上落
阿思达克 11-13 12:12
耀才证券研究部总监植耀辉称,港股昨日(12日)走势呈好淡争持,新旧经济股表现又再度交替,周三急跌之新经济股个别出现强劲反弹,反观旧经济股却出现显着回吐。由於美股亦出现相似情况,资金轮流炒作新旧经济股,因此此种现象仍会发生。不过在如此波动市下,投资者亦实在不宜过於进取,正如早前指出,个别有基本面支持之股份仍值得继续持有,但个别旧经济股如油股则笔者倾向趁反弹减磅。而大市现阶段将继续於26,000至26,500点水平上落。

亦要谈谈腾讯(00700.HK)季绩表现。其第三季非国际会计准则盈利按年升32%,胜於预期,当中较受关注之网络游戏收入按年亦升45%,表现较市场预期为佳。笔者认为,网络游戏收入强劲属预期内,但腾讯近年透过网络游戏开发更多商机,则对集团长远发展有利之余,亦可延续游戏寿命,例如将会推出以《王者荣耀》故事为蓝本之动画及电视剧。至於金融科技及网络广告增速分别为24%及16%,表现一般,但在疫情影响下亦属合理。总括而言,今次腾讯业绩表现合乎预期,可继续作中长线持有。

(笔者为证监会持牌人,持有腾讯股份)~

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