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植耀輝: 騰訊業績雖優預期 監管陰霾影響投資信心
耀才證券研究部總監植耀輝稱,美股隔晚繼續出現調整,聯儲局議息會議記錄顯示,有機會於年內開始減少買債規模,意味將開始「收水」,故即使零售股業績表現普遍優於預期,唯美股仍錄得下跌,當中道指下跌382點或1.08%,收報34,960點,標普500指數亦跌1.07%,收報4,400點,納指則跌0.9%,收報14,525點。 港股方面,昨日走勢大致造好,在騰訊(00700.HK)及美團(03690.HK)股價靠穩,加上平保(02318.HK)及港交所(00388.HK)亦有不俗表現,令恆指最終上升121點,收報25,867點,全日成交維持在1,344億元水平。騰訊績前靠穩,收報436.2元,微升0.3%,業績股吉利(00175.HK)股價亦升2.5%,收報26.25元。 值得談談騰訊業績表現。第二季盈利增速高於市場預期,集團亦特別指出於第二季,16歲以下玩家於內地遊戲流水佔約比為2.6%,其中12歲以下玩家的流水佔比則為0.3%,意味加強對未成年人的保護措施之影響或不大。至於其他業務方面亦合乎市場預期。當然,業績表現不俗對股價會有一定支持,只是對騰訊最大影響還是在監管上,未來一旦有更多相關消息出爐,難免會繼續影響投資者信心,所以雖然現價有相當吸引力,只是不明朗因素難消,暫時亦只宜觀望。 至於大市,則由於市場未見有進一步利好消息,而騰訊業績雖優於預期,但在監管陰霾下股價亦未必會有強勁表現,故預期暫將繼續於25,600-26,500點水落。 筆者並未持有相關股份~
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