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植耀辉: 港股续看26,500点 染「蓝」股部署宜短线
阿思达克 11-16 11:17
耀才证券研究部总监植耀辉称,港股上周表现不俗,恒指全周计累升443点或1.73%,企稳26,100点之上。本周表现则仍需似乎美股及A股行情表现,暂继续以26,500点为短期目标。

另外,恒指服务公司上周五公布恒指季检结果,美团(03690.HK)、安踏(02020.HK)及百威(01876.HK)如市场预期顺利染蓝,但较令市场意外的,仅太古A(00019.HK)被剔除,意味成份股将由以往50只增加至52点。太古A被剔除属意料之内,皆因论市值现时太古A仅不足400亿元,为成份股中最低;然而为何仅剔除一只,而不像以往般一出一入以维持成份股50只,则有待恒指服务公司解话。当然此举有一定意义,皆因成份股数量越多,行业覆盖范围则更广,指数反映变得更多元化。事实上今次调整後,科技股占比已进一步提高,单是腾讯(00700.HK)、阿里巴巴(09988.HK)及美团已占恒指成份达20%,故实在有「扩容」之必要,只是究竟多少只才适合,未来是否会陆续加入更多新经济中概股,值得大家留意。

至於今日三者走势,由於美团及安踏属大热之选,股价近期亦已被炒高,故笔者倾向刺激作用未必太大,反而要留意会否短期出现好消息出货现象;至於百威股价某程度上仍较落後,故今日有望出现较佳表现。至於太古A,近年旗下业务因疫情及经济状况转差,股价亦不断向下寻底;惟笔者认为一旦经济逐步改善,太古A将是其中一间最受惠企业,故如有心理准备持货两至三年的话,则可考虑开始小注买入。

(笔者为证监会持牌人,持有腾讯及阿里股份)~

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