植耀辉: 港股反覆偏软 职储局议息成焦点
耀才证券研究部总监植耀辉称,港股上周表现持续反覆,科技股走势亦继续大幅上落,虽然部分相关股份反弹,但上周五内地又再传出继阿里(09988.HK)後另一科技巨头腾讯(00700.HK)之金融科技业务亦有机会遭到整改,腾讯股价随即大跌,加上友邦股份(01299.HK)绩後亦捱沽,结果恒指周五下跌645点,全周计亦跌超过1%。
本周有不少重大事件值得留意,当中联储局议息值得关注,特别是议息後声明预期会对债息有一定启示;另外A股及北水去向亦继续左右港股表现。另外本周亦有多间公司公布业绩,预期对个股影响亦较个别。预期港股将继续维持震荡格局不变,并於28,200点至29,500点区间上落。
至於腾讯及友邦,两者皆为笔者爱股,当然就短期走势而言股价仍难免偏弱。当中尤以腾讯情况较不明朗,特别是相关政策对其影响仍要观察。至於友邦业绩虽逊市场预期,不过今年新业务表现仍可有较理想表现,所以亦不妨继续作中长线持有。
笔者持有腾讯及友邦股份~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.