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植耀輝: 科技股強勢 納指標普續創新高
耀才證券研究部總監植耀輝稱,美股隔晚(30日)個別發展,標普及納指再創歷史新高,道指則微跌,但值得留意的是,有媒體統計,標普單是8月份已12次創歷史新高,年初至今次數更達到53次,納指次數則達到52次。情況反映美股依然維持強勢。當中多隻科技股亦創新高,當中便包括蘋果(AAPL.US)及Alphabet(GOOGL.US),兩者隔晚分別上升3%及0.4%。 港股方面,在期指結算日走勢有所改善,恆指在美團(03690.HK)、阿里(09988.HK)及藥明生物(02269.HK)等造好下最終上升131點,收報25,539點,成交金額1,365億元。不過收市後內地再有更多監管消息,恐怕會對大市帶來負面影響。先是國家新聞出版署下發《關於進一步嚴格管理切實防止未成年人沉迷網絡遊戲的通知》,要求嚴格限制向未成年人提供網絡遊戲服務的時間,所有網絡遊戲企業僅可在周五、周六、周日和法定節假日,每日晚上8時至9時向未成年人提供一小時服務,消息對一眾遊戲股包括騰訊及網易(09999.HK)恐怕亦會帶來較大衝擊。 另外,無疑昨日美團公布之業績虧損程度較市場預期低,餐飲外賣及到店、酒店及旅遊收入增速亦較預期理想,只是市場監管總局指美團收購共享單車摩拜未依法申報,並已開展調查工作,消息或將利淡股價表現。 另一方面,今日內地將公布PMI數據,亦會對市況有一定影響。預期大市走勢續偏弱,現階段料繼續於25,000至26,000點上落,但如PMI數據遜預期,恐怕後市將進一步考驗25,000點水平。 (筆者為證監會持牌人,筆者持有Alphabet股份) ************* 美團(03690.HK)業績勝預期 內地加強監控未成年人遊戲時間 耀才研究部稱,美股三大指數隔晚(30日)收市個別發展,標指及納指連續第二日破頂。代表中概股的金龍中國指數創近一周最大升幅,光伏板塊跟隨港股表現上漲。美團(03690.HK)昨日收市後公布業績,第二季經調整虧損為22.17億元人民幣(下同),好過市場預期的虧損40.43億元,不過公司仍然受到市場監督總局根據反壟斷法在調查當中,公司可能會被要求改變其商業慣例或被處以高額罰款。監管風波仍在進行當中,市監總局提到,對美團收購摩拜未依法申報,將開展調查工作;另一方面,內地對遊戲業務亦提出新指引,將嚴格限制向未成年人提供網絡遊戲服務的時間,要求所有網絡遊戲企業只可在周五、六及日,和法定節假日,每日晚上8時至9時,向未成年人提供一小時服務,消息將持續拖累遊戲板塊的走勢,昨日北水淨流出逾41億元,其中沽出騰訊(00700.HK)逾7億元,科網股走弱將拖累大市氣氛,恆指目標仍然為守住25,000點。內地今日將公布8月份製造業PMI,市場預期為50.1,留意數據能否守住50的榮枯線水平。 從技術走勢上看,指數未能突破20天線的水平,走勢仍然偏弱,意味著指數仍然依靠保力加通道中軸的水平向下順延,首要支持位仍然處於25,000點大關。 (筆者為證監會持牌人)~
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