植耀輝: 經濟數據佳美股續升 今日焦點騰訊(00700.HK)京東(09618.HK)
耀才證券研究部總監植耀輝稱,美股隔晚(22日)繼續有好表現,經濟數據理想,加上對疫情的憂慮有所紓緩,支持美股上揚,道指上升261點或0.74%,收報35,753點,納指及標普500指數分別上升1.18%及1.02%,收報15,521點及4,696點。
港股方面,昨日雖然有所反彈,但力度亦相當有限,僅升131點,收報23,102點;另外全日成交金額亦只得927.8億元,反映在假期前夕投資者入市意慾不高。內地體育用品股見有資金追捧,安踏(02020.HK)及李寧(02331.HK)升幅均超過5%;濠賭股亦見反彈,銀娛(00027.HK)及金沙中國(01928.HK)分別上升2.7%及3.2%。另外,電動車及電池股均造好,比亞迪股份(01211.HK)反彈3.5%,贛鋒鋰業(01772.HK)則反彈3.3%。
港股雖然連續第二個交易日反彈,但升勢略嫌不足之餘,整體投資氣氛亦一般,由於假期氣氛漸濃,相信大市短期仍只會於23,000點水平上落。另外,騰訊(00700.HK)宣佈將實物分派京東集團(09618.HK),由於分派涉及4.6億股A類普通股,相信會對京東股價帶來壓力,至於騰訊爲何減持京東相信會是市場其中一個關注點,未來會否再減持其他持股亦會受到關注。相信兩者股價今日會相當波動,亦暫不建議大家撈貨。
(筆者爲證監會持牌人,並未持有相關股份)
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騰訊(00700.HK)中期股息以每21股獲實物分派1股京東(09618.HK)
耀才研究部稱,隔晚(22日)美股連升兩天,資金繼續博反彈,美國第三季GDP最後修訂爲增長2.3%,而12月份消費信心指數升至115.8,兩項數據均勝預期。道指收升261點或0.7%,Caterpillar(CAT.US)攀升1.96%,爲升幅最大道指成份股。Tesla(TSLA.US)行政總裁馬斯克指已賣出足夠的股份,達到原本減持10%的目標,暗示沽貨暫告一段落,帶動股價一度大升8.22%。騰訊(00700.HK)公佈中期息詳情,宣佈以實物分派京東集團(09618.HK)之A類普通股,每持有每21股股份獲發1股京東集團A類普通股,碎股將不予分派,但會以現金支付股東。分配後,騰訊在京東的持股比例將由17%大減至2.3%,短期將對京東股價造成減持壓力。
至於技術走勢,以恆指月內高低位24,385至22,665點計算的話,以黃金反彈比率0.382的首要目標將爲23,300點,而0.5將爲貼近10天線的23,500點。
(筆者爲證監會持牌人)~
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