植耀輝: 靜待中企業績表現 港股繼續區間上落
耀才證券研究部總監植耀輝稱,港股上周表現維持爭持格局,大致上於25,000點水平上落。雖然變化似不大,但期內亦曾出現單日大升大跌情況,美國對香港「出招」以及A股走勢,均對港股帶來影響,故本周要留意之因素,仍包括中美關係以至A股表現,同時本周輪到中資股特別是內銀股等權重股公布業績,且看會否對港股帶來一定啟示。預期港股暫將繼續於24,500點至25,500點拉鋸。
至於股份方面,看來今日焦點仍是離不開新經濟股。美團(03690.HK)上周五(21日)公布之中期業績表現遠勝預期,不但成功扭虧為盈,而且各業務指標均有不俗表現,難怪股價在績前可以不斷創新高;只是股價累升實在不少,同時北水會否持續流入亦關鍵-北水已連續19個交易日出現淨流入情況,故今日(24日)北水動向亦值得關注。筆者建議還是待見稍為回落再吸納會較好。
騰訊(00700.HK)今日亦須留意,皆因有指特朗普政府正暗示包括蘋果在內等美國公司可以繼續在中國使用微信,消息刺滶騰訊ADR股價大升,料亦有利今日騰訊股價。不過,由於特朗普經常出口術,故未來發展仍有待觀察;只是騰訊基本面理想,持貨者暫亦可安心持有。
(筆者為證監會持牌人,並未持有相關股份)~
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