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植耀輝: 北水重臨新經濟股彈 港股阻力上移至26,800點
耀才證券研究部總監植耀輝稱,有什麼比「No News is good news」來形容新經濟股現時之處境更貼切?過去數天當內地未有相關互聯網監管之消息下,騰訊(00700.HK)及美團(03690.HK)便再次出現久違之北水淨買入,兩者股價亦雙雙造好,由低位分別反彈15.2%及25.5%。但本輪反彈可以持續多久,似乎亦難寄予太大憧憬,皆因相關板塊政策風險仍高,未來將繼續成為股價之緊箍咒,所以投資者或可趁今次反彈稍為減減磅較適合。 另外,本周起港股亦正式進入業績發布期,多隻大藍籌或焦點股亦將排隊公布業績,今日(11日)便有港交所(00388.HK)及創科(00669.HK)。港交所首季已有不俗表現,上半年業績理想應無懸念;反而創科業績則較令筆者關注,畢竟期內原材料價格及運費急升對毛利率或成本會否帶來較大壓力,相信是投資者所關注的地方。筆者將會稍後再作跟進。 至於港股,短期走勢仍未明朗,上文提到之兩大因素仍會左右大市表現,加上美國亦將公布CPI數據,預期將於25,800至26,800點水平上落。 (筆者為證監會持牌人,並未持有相關股份) ************ 道指及標指再破頂 港股能否突破20天線成關鍵 耀才研究部稱,美股周二(10日)收市個別發展,參議院表決通過1萬億美元的基礎設施投資法案,利好美股氣氛;原油價格反彈,帶動能源股上升,道指創出35,285點的紀錄新高,標普500指數亦創出4,445點的紀錄新高,不過納指有回吐壓力。多間手機品牌推出新款功能,有傳蘋果(AAPL.US)下一代iPhone將最少有3個重要的新攝像頭和視頻紀錄功能,小米(01810.HK)亦推出全面屏手機小米MIX4,市場於大市缺乏方向的情況下圍繞硬件概念股炒作。昨日北水再度大量買入騰訊(00700.HK)及美團(03690.HK),科網股能否持續反彈成關鍵,騰訊將於8月18日公布業績。 從技術走勢上看,恆指昨日高見26,610點,未能突破於8月4日的高位26,650點,意味恆指仍維持於25,700點至26,600點的小型橫行區間之中作上落格局。假如恆指成功突破20天線的話,將有望回補7月23日的下跌裂口即250天線水平。 (筆者為證監會持牌人)~
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