植耀輝: 經濟數據續利好美股 今日焦點美團(03690.HK)季績
耀才證券研究部總監植耀輝稱，隔晚(27日)美股在經濟數據表現理想，加上總統拜登提出6萬億美元預算案繼續有不俗表現，道指再升141點，收報34,464點，基建股走勢特別理想。至於標普500指數亦升4點，收報4,200點。不過納指表現則相對較弱，微跌1點，收報13,736點。
至於港股方面，雖然未能延續升勢，但A股收市仍能企穩3,600點，加上藥明生物(02269.HK)及小米(01810.HK)造好，抵銷美團(03690.HK)及騰訊(00700.HK)跌幅，最終恆指僅跌52點，收報29,113點，成交金額達2,505億元，主要是與MSCI於收市後調整有關。恆指走勢確有所轉強，短期仍以29,300至29,400點作短期目標。
至於今日焦點則分別為京東物流(02618.HK)掛牌及美團業績。京東物流挾著公開發售超購逾714倍之勢上市，昨日暗盤表現不俗，升幅一度達到四成，最終亦升超過兩成，雖然升幅理想，但筆者對其業務發展較有保留，特別是未來在加大投資之情況下，未來一段時間虧損機會甚高，故暫不建議大家追貨。
另一隻焦點股為今日公布季績之美團。筆者預期美團業績不差，但投資者最關注的應是其「燒錢」情況，皆因公司在上次業績已表明，未來將加大投放予新業務身上，所以除非業績能有相當驚喜，否則走勢仍難樂觀，尤其是未來尚有反壟斷政策影響，加上近期走勢亦未見理想，故宜先行觀望。
(筆者為證監會持牌人，持有騰訊股份)
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恆指考驗29,000支持 關注美團(03690.HK)業績表現
耀才研究部稱，外電報道，美國總統拜登將提出規模6萬億美元的財政預算案，加上首次申領失業救濟人數再創疫後新低，刺激美股道指周四(27日)曾升285點，全日高見34,608點，收市升幅縮窄，三大指數個別發展，小型股指數再抽高1%。
恆指於過去三個交易日屢創月內高位，主要受惠A股造好和MSCI指數換馬，短線目標為保力加通道頂部29,200點水準，只要恆指於短期後市續企穩29,000點關口之上，於期指結算日前，短線不宜胡亂看淡。
今日焦點則分別為京東物流(02618.HK)掛牌及美團(03690.HK)業績。京東物流挾著公開發售超購逾714倍之勢上市，昨日暗盤表現不俗，升幅一度達到四成，最終亦升超過兩成。
(筆者為證監會持牌人)~
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