植耀輝:港股去向仍反覆 騰訊(00700.HK)續中線部署
耀才證券研究部總監植耀輝稱,港股昨日(17日)走勢未見起色之餘,恆指250天線再度失守,午後跌幅更一度擴大至430點,最終亦以接近全日最低位收市,收報19,560點。昨日成份股中只得恆安國際(01044.HK)上升,至於表現最差仍是內房股,碧服(06098.HK)及龍湖(00960.HK)便大跌超過7%,碧桂園(02007.HK)更是連跌八個交易日,累跌達23%。相關板塊依然未具博反彈條件,故不建議故亂撈底。
至於大市方面,恆指再次失守250天線(19,700點),走勢又再度轉弱,短期若未能重上該水平,則恐怕會有更深調整。事實上A股近期表現亦一般,成交量持續縮減反映投資氣氛亦告轉弱,若情況持續則不利A股及港股表現,恆指有機會下試19,200點水平。
亦要談談騰訊(00700.HK)首季業績表現。收入上升11%至近1,500億元人民幣(下同),當中增值服務按年上升9%,國際市場遊戲收入增幅理想,達到25%,本土市場則增長6%;網絡廣告方面則增幅不及預期,按年增加17%,金融科技創新則增加14%。至於成本控制方面則不俗,按年僅增加4%。非國際財務報告準則之股東應佔溢利則上升27%至325.38億元。初步看業績表現屬不過不失,不過若內地經濟續可恢復增長,則對其發展仍正面。預期股價今日(18日)大致靠穩。若有機會回落至330元以下則可考慮吸納作中線持有。
(筆者為證監會持牌人,持有騰訊股份)
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美股造好納指升1.3% 港股續挑戰250天線阻力
耀才研究部稱,美股隔晚(18日)造好,債務上限有望達成協議,消息刺激美股反彈,三大指數均升超過1%,科技股表現不俗,納指升近1.3%。至於反映中概股表現之金龍指數則微跌0.26%。
港股方面,恆指昨日急跌417點,低見19,560點,成交金額亦回升至1,016億元。成份股幾乎全線下跌,僅得有大行唱好之恆安(01044.HK)上升。由於投資氣氛持續未見改善,加上騰訊(00700.HK)業績缺乏驚喜,預期市況仍會相當反覆,至於今日(18日)焦點則會是阿里-SW(09988.HK)業績表現。另一方面,A股表現依然是其中一大因素,不過在投資者入市意欲仍低迷之情況下,相信港股暫亦難有憧憬,且看短期能否重上兩萬點關口。
從技術走勢分析,經昨日急跌,恆指再度失守250天線(約19,700點),走勢上再度轉弱,短期若未能重上該水平,橫行格局將被打破,後市或須回調至19,000點附近始有支持。
(筆者為證監會持牌人)~
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