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植耀輝: 美股續強科技股反彈 騰訊(00700.HK)績優前景續看好
阿思達克 08-13 11:15
耀才證券研究部總監植耀輝稱,美股隔晚(12日)繼續造好,雖然兩黨於新一輪刺激法案談判仍未達成共識,但科技股出現強勁反彈,加上投資者對疫苗仍有憧憬,三大指數均有不俗表現。最終道指上升289點或1.05%,收報27,976點,標普500指數亦升1.4%,收報3,380點。納指則出現大幅反彈,上升229點或2.13%,收報11,012點。值得留意的是,Tesla宣布股份一拆五消息後,股價繼續受追捧,大升13.12%,收報1,554.76美元。

港股昨日則繼續有理想表現,在本地銀行股及地產股急升下,恆指全日計上升353點或1.42%,收報25,244點,成交金額1,440.75億元。恆指過去兩個交易日累升近867點之餘亦重上25,200點水平,筆者對恆指走勢之強頗感到意外。當然,美俄研發疫苗消息令投資者對經濟前景看法變得正面,令以金融股為首之舊經濟股出現反彈,亦為恆指確帶來一定支持,只是疫情狀況仍充滿相當變數,同時中美關係依然備受考驗,故還是先留意恆指能否企穩25,000點水平之上始再作部署。

股份方面,則肯定要談談騰訊(00700.HK)。一如預期,在手遊業績表現理想的情況下,騰訊交出一份相當不俗之成績表,當中上半年收入及盈利均按年分別上升28%及29%(以NON-GAAP計),而增值服務增長則達到35%至32.02億元人民幣,由於下半年集團將推出如《地下城與勇者》等手遊作品,相信仍會對相關業務收入帶來正面影響。至於社交及其他廣告收入增長27%,較首季為低,但受疫情影響亦無可口非,而金融科技增速則有30%,表現亦算合乎預期。

純以業績而言,騰訊今次表現確理想,對股價應有正面支持,同時500元支持力見不弱,故可繼續持有;至於能否突破高位,則仍要留意中美關係之發展情況。

(筆者為證監會持牌人,並未持有相關股份)~

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