耀才团队: 腾讯(00700.HK)第三季non-IFRS纯利升32%胜预期
耀才研究部称,隔晚(12日)美股回吐,市场开始消化新冠疫苗带来的利好憧憬,但美国感染人数连续8日每天确诊超过10万宗,三大指数全线下跌,工业及金融股表现较差,道指盘中最多挫495点,收跌317点或1.08%,UnitedHealth(UNH.US)微涨0.7%,为升幅最大的道指成份股;标指跌1%,纳指跌0.7%。港股近日同样较为反覆,新旧经济股轮动炒作,最新指特朗普引用行政命令禁止美国向与解放军拥有或控制的中国企业投资行为,短线拖累大市气氛。腾讯(00700.HK)第三季收入按年升29%至1,254.47亿元人民币,非国际财务报告准则(non-IFRS)经调整纯利按年32%至323亿元人民币,两项数据均胜预期,留意股价能否冲破反垄断阴霾重返600元大关。
从技术上看,恒指目前较关键的阻力位上移至7月7日高位26,782点,料恒指短期之波幅区间将会在25,800点至26,800点。而10天线正式升穿250天线形成黄金交叉,只要恒指没有跌穿10天线,大市仍然保持上升轨道。
(笔者为证监会持牌人)~
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