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植耀輝: Roblox(RBLX.US)股價急升 港股續50天線徘徊
耀才證券研究部總監植耀輝稱,不知大家是否還記得筆者曾推介之兒童遊戲平台Roblox(RBLX.US)嗎?該公司於早前宣布第三季業績,雖然虧損續擴大,不過收入及日活躍用戶卻有可觀增速,分別達到102%及31%,股價翌日暴升42%,其後股價亦於高位徘徊。筆者本身並未買入,但不少身邊有追開本欄而又有買美股之朋友,早前已於75美元附近買入,所以過去數天紛紛找筆者「指點迷津」。 該股業績表現嚴格上不過不失,但卻具有當前最「吃香」的概念,皆因它被譽為「元宇宙第一股」-已發展成一個頗成熟之生態圈,玩家可以在Roblox創建之平台內與其他玩家溝通,又或一齊玩不同種類的遊戲。所以只要市場仍熱炒相關概念,股價仍有望創新高,不妨將部分套現,餘下則續作持有。 回說大市表現,自10月未能企穩26,000點後,恆指走勢又得反覆,昨日又再度升破50天線(25,235點)水平,但能否企穩似乎仍需觀察。無疑港股相對外圍表現大落後,但投資氣氛暫時仍未見有太大改善,而且影響市場之變數似乎短期仍難解,特別是內房方面。的確部分內房股價已跌至頗低殘,問題是一日事件未明朗,內房仍會繼續捱沽,投資者在缺乏信心下,亦未敢胡亂「撈底」。內房的困局,亦正是大市現今之寫照。所以港股很大機會維持窄幅拉鋸悶局,繼續於24,600至25,500點上落。 (筆者為證監會持牌人,並未持有相關股份) *************** 大市需升穿20天線阻力以擺脫中期弱勢 耀才研究部稱,隔晚(11日)美股指數收市個別發展,迪士尼(DIS.US)上季盈利和收入預測均遜預期,收市跌7%為表現最差道指成份股,拖累道指收跌過百點。MSCI季檢結果出爐,當中中煤能源(01898.HK)和中車(01766.HK)獲納MSCI中國指數;剔出奧園(03883.HK)、中國東方教育(00667.HK)和招金(01818.HK);重磅股友邦(01299.HK)第三季新業務價值按年上升2%至7.35億美元,首九個月的新業務價值利潤率按年上升5.1個百分點至58.9%,較上半年的62.9%縮減。海底撈(06862.HK)配售1.15億股,每股配售價20.43元,配售價較昨日收市價22.2元折讓7.97%。 從技術走勢上,恆指本周盤中均成功守住9月小雙底的頸線位置即24,600點,並於昨日一口氣突破10天及50天線,14RSI重返50水平,目前大市將上試20天線即保力加通道中軸即25,440點,將為市況是否能夠擺脫中期弱勢帶來啟示。 (筆者為證監會持牌人)~
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