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騰訊領漲港股料沖23000 大市有機會挑戰更高阻力位 @ 2014-05-21T09: Back Hot News
Keyword:港股 騰訊
Concept:騰訊領漲港股料 , 港股挑戰22800點匯控
上周五(16日)美股微升,港股在美國掛牌的預托證券(ADR)升跌不一,其中本周一及本周在香港及倫敦舉行股東周年大會的匯控(0005-HK)以及上周拆細股份的騰訊(2988-HK)的ADR上升,帶動ADR港股比例指數較上周五收市上升85點至22798點。越南反華事件,令中越關系緊張,但證券界人士認為,地緣政治因素暫時對港股無大影響,港股仍可上試23000點。
港股昨稍後反彈53點後,今日反覆下跌339點或1.5%,收22,223,失守250天線(22,460)及50天線(22,337),而國指跌141點或1.4%,收9,798。值得留意是,動力股如騰訊(00700.HK)、濠賭股、重磅股如匯控(00005.HK)及中移動(00941.HK)、周期股如內銀、中港地產股均普遍向下,跌幅頗為全面。A股亦呈走弱,內地創業板更跌2%。
港股美國預托證券(ADR)周三早段個別發展,匯控報80.23元,較港高0.13元,中移(00941)報75.76元,低0.09元,騰訊ADR做價爆上,按比例相當恆指漲154點。
電訊股的例子,不禁叫人想起早前「滬港通」的影響。在「滬港通」公布前,多只中資藍籌股如中移動(0941.HK: 行情)及匯控(0005.HK: 行情)股價上升叫人費解,事後證明消息公布成為出貨時機。誰又能夠在消息公布前買入,再趁好消息沽貨?市場春江鴨何其多,類似情況進一步說明,兩地股市互動愈多,港股A股化將加速。聯儲局議息後,道指收市見新高,但高位未算突破,指數動力仍欠一籌;而納指走勢仍處調整格局,科技股在季績過後不再是全面急升或暴跌,走勢開始個別發展。第二季中美股市不明朗因素仍多,季節性疲弱持續,但道指與納指的表現續反映,主要沽壓及憂慮集中在動力股身上。港股情況一樣明顯,濠賭股逐只失守,最強的金沙(1928.HK: 行情)在周三走勢轉壞;騰訊(0700.HK: 行情)因涉及大量衍生工具,又是指數棋子,跌勢頗急;反觀金山(3888.HK: 行情)之弱,或更顯示科網股調整未完。

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