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植耀輝: 港股微跌成交旺 恆指續於27,500點上落
阿思達克 01-08 10:54
耀才證券研究部總監植耀輝稱,受紐交所再次撤消中資三大電訊股ADR消息,以及有傳美國或考慮將阿里巴巴(09988.HK)及騰訊(00700.HK)列入黑名單,消息令科技股急挫,連帶拖累昨(7日)大市表現。雖然金融股走勢不俗,匯控(00005.HK)更升4.6%,只是亦未能扭轉恆指跌勢,最終恆指下跌143點,收報27,548點,成交繼續維持暢旺,金額達到2,278億元。

電訊股及科技股走勢欠佳,ATM中阿里巴巴下跌3.9%,騰訊則在競價時段「質低」至全日最低位568.5元收市,下跌4.7%,美團(03690.HK)跌幅則較少,下跌0.6%;不過三大中資電訊股跌勢則頗誇張,中移動(00941.HK)下跌7.2%,中電信(00728.HK)則達到9.4%,但輪跌幅則中聯通(00762.HK)跌幅最大,達到11.36%。

鑑於大市去向仍受到美國針對中企之行為左右,所以短期內科技股表現仍會較反覆,以至大市走勢亦會受到影響,不過港股市底似乎亦不俗,A股表現加上金融股走強對港股亦有一定穩定作用,而且隔晚美股亦有好表現,對港股亦屬正面,預期恆指將暫繼續於27,500點附近上落。

(筆者為證監會持牌人,持有阿里巴巴及騰訊股份)~

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