植耀辉: 恒指季检出人意表 分段吸优质蓝筹
耀才证券研究部总监植耀辉称，港股上周五(21日)缺乏方向，但全周计恒指仍能累升超过430点，收报28,458点。後市须继续关注A股以至北水去向，同时美股上周走势相当波动，短期走势亦会对大市有较大参考性。当然港股本周仍会有多间蓝筹如小米(01810.HK)及石药(01093.HK)等公布季绩，预期港股走势将维持窄幅上落格局，并於28,000至29,000点水平上落。
亦要谈谈腾讯(00700.HK)最新部署策略。上周腾讯季绩表现其实不差，只是市场可能有较高预期，毕竟普遍新经济股业绩均有理想表现而已。但无可否认，集团未来将加大投资予新业务上，变相令本年度盈利或会受压，有大行便估计今年腾讯盈利增长将因此而跌至只得12%。另外，投资者亦关注恒指季检後比重或会遭到下调，亦因此或加重其沽压。当然短期股价可说「无运行」，但除非外围科技股再受压，否则在250天线约574元水平会有相当大支持，建议可继续持有该股，或待其回落至该水平再分注吸纳。
当然另一焦点在於恒指季检表现。今次季检结果相当出人意表，比亚迪(01211.HK)可说众望所归，但却一并成为国指成份股，则有点令人意外；至於碧桂园服务(06098.HK)则属半冷门，不过信义光能(00968.HK)入围则肯定令大部投资者感到意外，相信短期资金续会追捧。反而友邦(01299.HK)及腾讯权重将进一步下调，则可能短期会令相关股份受压，惟由於基本面仍不俗，如见调整或可考虑分阶段吸纳。
(笔者为证监会持牌人，持有腾讯及友邦股份)
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恒指季检结果出炉 料维持窄幅上落格局
耀才研究部称，美国制造业活动数据创新高，刺激道指上周五(21日)曾抽升逾300点，其後龙头科技转弱，苹果(AAPL.US)股价滑落超过1%，纳指和标指先後转跌，表现窄位反覆。比特币曾失守3.7万美元，跌幅超过一成。
至於本港股市，恒生指数公司公布指数季度检讨结果，恒生指数成份股加入比亚迪股份(01211.HK)、信义光能(00968.HK)及碧桂园服务(06098.HK)，成份股数目将由55只增加至58只，由於新纳入股份较预期有惊喜，相信短期资金续会追捧；反而友邦(01299.HK)及腾讯(00700.HK)权重将进一步下调，则可能短期会令相关股份受压，惟由於基本面仍不俗，如见调整或可考虑分阶段吸纳。
此外，本周港股仍会有多间蓝筹如小米(01810.HK)及石药(01093.HK)等公布季绩，预期港股走势将维持窄幅上落格局，并於28,000至29,000点水平上落。
(笔者为证监会持牌人)~
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