植耀辉: 经济数据续利好美股 今日焦点美团(03690.HK)季绩
耀才证券研究部总监植耀辉称，隔晚(27日)美股在经济数据表现理想，加上总统拜登提出6万亿美元预算案继续有不俗表现，道指再升141点，收报34,464点，基建股走势特别理想。至於标普500指数亦升4点，收报4,200点。不过纳指表现则相对较弱，微跌1点，收报13,736点。
至於港股方面，虽然未能延续升势，但A股收市仍能企稳3,600点，加上药明生物(02269.HK)及小米(01810.HK)造好，抵销美团(03690.HK)及腾讯(00700.HK)跌幅，最终恒指仅跌52点，收报29,113点，成交金额达2,505亿元，主要是与MSCI於收市後调整有关。恒指走势确有所转强，短期仍以29,300至29,400点作短期目标。
至於今日焦点则分别为京东物流(02618.HK)挂牌及美团业绩。京东物流挟着公开发售超购逾714倍之势上市，昨日暗盘表现不俗，升幅一度达到四成，最终亦升超过两成，虽然升幅理想，但笔者对其业务发展较有保留，特别是未来在加大投资之情况下，未来一段时间亏损机会甚高，故暂不建议大家追货。
另一只焦点股为今日公布季绩之美团。笔者预期美团业绩不差，但投资者最关注的应是其「烧钱」情况，皆因公司在上次业绩已表明，未来将加大投放予新业务身上，所以除非业绩能有相当惊喜，否则走势仍难乐观，尤其是未来尚有反垄断政策影响，加上近期走势亦未见理想，故宜先行观望。
(笔者为证监会持牌人，持有腾讯股份)
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恒指考验29,000支持 关注美团(03690.HK)业绩表现
耀才研究部称，外电报道，美国总统拜登将提出规模6万亿美元的财政预算案，加上首次申领失业救济人数再创疫後新低，刺激美股道指周四(27日)曾升285点，全日高见34,608点，收市升幅缩窄，三大指数个别发展，小型股指数再抽高1%。
恒指於过去三个交易日屡创月内高位，主要受惠A股造好和MSCI指数换马，短线目标为保力加通道顶部29,200点水准，只要恒指於短期後市续企稳29,000点关口之上，於期指结算日前，短线不宜胡乱看淡。
今日焦点则分别为京东物流(02618.HK)挂牌及美团(03690.HK)业绩。京东物流挟着公开发售超购逾714倍之势上市，昨日暗盘表现不俗，升幅一度达到四成，最终亦升超过两成。
(笔者为证监会持牌人)~
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