植耀輝: 美股回落Tesla大跌 港股焦點騰訊季績
耀才證券研究部總監植耀輝稱,美股隔晚(9日)下跌,三大指數均錄得跌幅,當中道指下跌112點或0.3%,收報36,319點,標普500指數及納指則下跌0.35%及0.6%,收報4,685點及15,886點。市場焦點則肯定是Tesla(TSLA.US),其股價繼週一下跌4%後隔晚再大跌12%,Elon Musk有意減持股份之消息繼續影響股價表現。且看1,000美元大關能否守穩。
港股方面,恆指全日缺乏方向,午市更大部分時間於24,800點窄幅上落,最終微升49點,收報24,813點,全日成交不足1,000億元,僅得986億元,成份股中以藥明生物(02269.HK)表現最佳,昨日大幅反彈一成,收報102.6元,事實上單一隻藥明,便爲恆指貢獻65點。不過本月計藥明仍累跌一成三。至於上日回勇之海底撈(06862.HK)又再度下跌,跌幅更超過5%,而內房股走勢則仍弱,碧桂園(02007.HK)便下跌近5%。
至於今日焦點則肯定是騰訊(00700.HK)季績,筆者預期未必會有太大驚喜,投資者亦較關注早前監管措施對業績之影響。而且其股價長期於450至500元水平上落,預期股價暫亦難有突破。
(筆者爲證監會持牌人,並未持有相關股份)
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關注騰訊(00700.HK)今日業績
耀才研究部稱,隔晚(9日)美股三大指數下跌,Tesla行政總裁可能減持其一成的股票倉位,拖累股價急跌約一成二,影響市場氣氛。不過有指美國總統拜登和中國國際主席習近平定於下週舉行一次視頻峯會,而投資者暫時未能找到受惠的投資標的。花樣年(01777.HK)已接獲若幹貸款人通知要求償還未到期貸款,公司已向聯交所申請今早復牌,關注內房板塊債務問題。恆大汽車(00708.HK)以先舊後新方式配售1.75億股新股,每股配售價2.86元,較收市價折讓19.89%。騰訊(00700.HK)今日公佈第三季業績,市場平均預測其非國際財務報告準則純利介乎274.34億至360.73億元人民幣。
從技術走勢上,恆指於週二已下試即市支持24,600點,目前10天線亦開始跌穿50天線,短期沽壓較大,恆指守要目標爲守住9月小雙底的頸線位置即24,600點。
(筆者爲證監會持牌人)~
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