植耀輝: 恆指季檢出人意表 分段吸優質藍籌
耀才證券研究部總監植耀輝稱,港股上周五(21日)缺乏方向,但全周計恆指仍能累升超過430點,收報28,458點。後市須繼續關注A股以至北水去向,同時美股上周走勢相當波動,短期走勢亦會對大市有較大參考性。當然港股本周仍會有多間藍籌如小米(01810.HK)及石藥(01093.HK)等公布季績,預期港股走勢將維持窄幅上落格局,並於28,000至29,000點水平上落。
亦要談談騰訊(00700.HK)最新部署策略。上周騰訊季績表現其實不差,只是市場可能有較高預期,畢竟普遍新經濟股業績均有理想表現而已。但無可否認,集團未來將加大投資予新業務上,變相令本年度盈利或會受壓,有大行便估計今年騰訊盈利增長將因此而跌至只得12%。另外,投資者亦關注恆指季檢後比重或會遭到下調,亦因此或加重其沽壓。當然短期股價可說「無運行」,但除非外圍科技股再受壓,否則在250天線約574元水平會有相當大支持,建議可繼續持有該股,或待其回落至該水平再分注吸納。
當然另一焦點在於恆指季檢表現。今次季檢結果相當出人意表,比亞迪(01211.HK)可說眾望所歸,但卻一併成為國指成份股,則有點令人意外;至於碧桂園服務(06098.HK)則屬半冷門,不過信義光能(00968.HK)入圍則肯定令大部投資者感到意外,相信短期資金續會追捧。反而友邦(01299.HK)及騰訊權重將進一步下調,則可能短期會令相關股份受壓,惟由於基本面仍不俗,如見調整或可考慮分階段吸納。
(筆者為證監會持牌人,持有騰訊及友邦股份)
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恆指季檢結果出爐 料維持窄幅上落格局
耀才研究部稱,美國製造業活動數據創新高,刺激道指上周五(21日)曾抽升逾300點,其後龍頭科技轉弱,蘋果(AAPL.US)股價滑落超過1%,納指和標指先後轉跌,表現窄位反覆。比特幣曾失守3.7萬美元,跌幅超過一成。
至於本港股市,恆生指數公司公佈指數季度檢討結果,恆生指數成份股加入比亞迪股份(01211.HK)、信義光能(00968.HK)及碧桂園服務(06098.HK),成份股數目將由55隻增加至58隻,由於新納入股份較預期有驚喜,相信短期資金續會追捧;反而友邦(01299.HK)及騰訊(00700.HK)權重將進一步下調,則可能短期會令相關股份受壓,惟由於基本面仍不俗,如見調整或可考慮分階段吸納。
此外,本周港股仍會有多間藍籌如小米(01810.HK)及石藥(01093.HK)等公布季績,預期港股走勢將維持窄幅上落格局,並於28,000至29,000點水平上落。
(筆者為證監會持牌人)~
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