植耀輝: 騰訊(00700.HK)業績未見驚喜 港股續區間上落
耀才證券研究部總監植耀輝稱,港股昨日(10日)在騰訊(00700.HK)股價造好,以及內房於午後大幅反彈下,恆指最終扭轉早市跌勢,最多曾重上25,000點,收市計亦以接近全日高位收市,收報24,996點,上升183點,成交金額1,362.5億元。成份股中以內房表現最佳,四隻內房股均爲表現最好成份股,當中潤地(01109.HK)升幅最多,達8.8%,表現稍遜之中海外(00688.HK)亦升6.7%。至於蒙牛(02319.HK)則爲最大跌幅藍籌,跌幅達5.2%有內地媒體評論,指乳品行業不宜過度追求乳品高端化,投資者擔憂未來或會有監管措施。至於隔晚Tesla(TSLA.US)股價大跌,亦拖累比亞迪(01211.HK)股價表現,全日計下跌3.6%。
股份方面,則一定要談談騰訊。其第三季業績表現,收入及Non-GAAP盈利分別上升13%及-2%,與市場預期相若,當中較受關注之遊戲業務方面,本土市場收入按年增長僅5%,國際市場增長則有20%,反映在內地進一步收緊未成年人遊戲防沉迷最新規定下,對騰訊相關收入亦產生一定影響。由於業績未有太大驚喜,而股價卻已「偷步」炒上,預期股價今日或會有所回調,不過正如上日指出,其股價現時主要於450元至500元水平上落,相信將繼續呈區間上落。
至於大市去向,雖然昨日港股戲劇性地回升並再次企穩24,600點水平,只是大市投資氣氛仍見謹慎,相信後市仍會持續於24,600點至25,300點水平上落。
(筆者爲證監會持牌人,並未持有相關股份)
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騰訊(00700.HK)業績符預期 大市繼續拉鋸
耀才研究部稱,隔晚(10日)美股盤中反覆上落,不過三大指數收市仍全數下跌。美國10月份CPI按年漲6.2%較預期的5.9%爲高,創1990年以來最大升幅及連續五個月漲超過5%,強勁的通脹數據引發市場對聯儲局提早加息的憂慮,道指盤中最多挫300點。有指美國總統拜登及中國國家主席習近平的視像峯會將會於下週一(15日)舉行,美國貿易代表指將致力確保中國兌現貿易承諾。騰訊(00700.HK)非國際財務報告準則純利達320億人民幣,按年跌2%及按季跌7%,貼近市場預期的中位數,公司預計中國針對未成年人的遊戲監管規定不會擴展到成年人,而且未來將擁有大量探索和開發元宇宙的技術和能力。
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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