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植耀輝: 港股反覆偏軟 職儲局議息成焦點
阿思達克 03-15 10:34
耀才證券研究部總監植耀輝稱,港股上週表現持續反覆,科技股走勢亦繼續大幅上落,雖然部分相關股份反彈,但上週五內地又再傳出繼阿里(09988.HK)後另一科技巨頭騰訊(00700.HK)之金融科技業務亦有機會遭到整改,騰訊股價隨即大跌,加上友邦股份(01299.HK)績後亦捱沽,結果恆指週五下跌645點,全週計亦跌超過1%。

本週有不少重大事件值得留意,當中聯儲局議息值得關注,特別是議息後聲明預期會對債息有一定啟示;另外A股及北水去向亦繼續左右港股表現。另外本週亦有多間公司公布業績,預期對個股影響亦較個別。預期港股將繼續維持震盪格局不變,並於28,200點至29,500點區間上落。

至於騰訊及友邦,兩者皆為筆者愛股,當然就短期走勢而言股價仍難免偏弱。當中尤以騰訊情況較不明朗,特別是相關政策對其影響仍要觀察。至於友邦業績雖遜市場預期,不過今年新業務表現仍可有較理想表現,所以亦不妨繼續作中長線持有。

筆者持有騰訊及友邦股份~

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