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植耀輝: 港股續看26,500點 染「藍」股部署宜短線
阿思達克 11-16 11:17
耀才證券研究部總監植耀輝稱,港股上周表現不俗,恆指全周計累升443點或1.73%,企穩26,100點之上。本周表現則仍需似乎美股及A股行情表現,暫繼續以26,500點為短期目標。

另外,恆指服務公司上周五公布恆指季檢結果,美團(03690.HK)、安踏(02020.HK)及百威(01876.HK)如市場預期順利染藍,但較令市場意外的,僅太古A(00019.HK)被剔除,意味成份股將由以往50隻增加至52點。太古A被剔除屬意料之內,皆因論市值現時太古A僅不足400億元,為成份股中最低;然而為何僅剔除一隻,而不像以往般一出一入以維持成份股50隻,則有待恆指服務公司解話。當然此舉有一定意義,皆因成份股數量越多,行業覆蓋範圍則更廣,指數反映變得更多元化。事實上今次調整後,科技股佔比已進一步提高,單是騰訊(00700.HK)、阿里巴巴(09988.HK)及美團已佔恆指成份達20%,故實在有「擴容」之必要,只是究竟多少隻才適合,未來是否會陸續加入更多新經濟中概股,值得大家留意。

至於今日三者走勢,由於美團及安踏屬大熱之選,股價近期亦已被炒高,故筆者傾向刺激作用未必太大,反而要留意會否短期出現好消息出貨現象;至於百威股價某程度上仍較落後,故今日有望出現較佳表現。至於太古A,近年旗下業務因疫情及經濟狀況轉差,股價亦不斷向下尋底;惟筆者認為一旦經濟逐步改善,太古A將是其中一間最受惠企業,故如有心理準備持貨兩至三年的話,則可考慮開始小注買入。

(筆者為證監會持牌人,持有騰訊及阿里股份)~

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