植耀輝: 道指重上三萬四關 港股聚焦騰訊(00700.HK)業績
耀才證券研究部總監植耀輝稱,美股隔晚(16日)個別發展,零售股業績表現較預期理想,Walmart(WMT.US)股價便上升超過5%;道指重上34,000點關,收報34,152點,上升239點,標普500指數上升8點,收報4,305點,不過納指則下跌25點,收報13,102點。
港股方面,恆指昨日在美團-W(03690.HK)急跌拖累下最多曾跌超過378點,低見19,662點,雖然尾市跌幅收窄,但全日計仍下跌超過210點,收報19,830點,大市成交顯著增加至987億元,但成交急增主要來自美團及騰訊(00700.HK),前者成交達111.91億元,較上一交易日26.53億元急增3.2倍,騰訊亦達到70.5億元,較上一交易日35億元增加超過一倍。事源午後有消息指騰訊有意減持其全數持有之美團股份,消息令美團股價大跌,美團收市仍大跌超過9%,騰訊股價則先跌後升,最終收報303元,微升不足1%。
其他股份方面,內房股出現反彈,消息指國有增信機構「中債信用增進公司」將對民營房企發放貸款,龍湖(00960.HK)及碧桂園(02007.HK)便分別上升12%及9%,碧桂園服務(06098.HK)升幅更達15%。不過三者本月跌幅仍分別達到5%、16.5%及9%。消息雖屬正面,但內房債務陰霾仍在,故暫不建議大家搏反彈。
至於大市方面,今日(17日)股王騰訊將公布業績,不過市場焦點可能落在究竟是否減持美團一事上;另外今日尚有港交所(00388.HK)公布中期業績,在觀望氣氛仍濃下,預期港股將繼續於兩萬關附近維持上落市格局。
(筆者為證監會持牌人,並未持有相關股份)
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關注騰訊(00700.HK)於業績發佈會對減持美團-W(03690.HK)消息回應
耀才研究部稱,隔晚(16日)美股三大指數收市個別發展,道指輕微高開後曾彈高逾300點,收市亦升逾200點,零售股業績報喜,大市氣氛樂觀,納指收市前亦收復之日內近1%的跌幅。拜登正式簽署《降低通脹法例》,有助穩定經濟,油價連日回落,投資者先觀望美國今晚的零售銷售數據,再從債息方向估算股市表現。港股方面,昨日傳出騰訊(00700.HK)擬出售美團-W(03690.HK)全部或部分持股,後者股價急挫一成,低見159.5元,拖累大市再度下試月內低位,ADR預計兩隻股份今日(17日)均靠穩,關注騰訊於業績後的發佈會中如何評輪,恆指於此之前將繼續於20,000點爭持。
至於技術走勢方面,恆指上周五開始出現MACD牛訊號,短期的跌勢暫告一段落,開始進入橫行整固的階段,區間阻力位於19,500至20,300點,若之後能突破下跌通道頂,約20,300點附近,走勢有望轉佳。
(筆者為證監會持牌人)~
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