东亚证券：预计港股科技股二季度业绩分化 投资首选腾讯(00700)
港股进入业绩高峰期，多只科技股将于本周公布业绩，包腾讯(00700)、阿里巴巴(09988)及京东(09618)等。东亚证券高级投资策略师陈伟聪预期，料科技股二季度业绩分化，较看好腾讯，主要原因是其受惠新游戏推出，有助抵销广告及支付业务的潜在放缓。而阿里业绩或相对一般，因本地电商业务暂时仍在低单位数增长，观望国际业务及成本控制的表现。由于科技股业绩期整体上未必有太亮点，将留意回购金额会否加码，以及业务上会否有重组方向。
陈伟聪表示，港股单靠业绩对大市的催化作用不大。若政策刺激及经济数据转好，对港股估值有支持，短线预期恒指将在16500点至最多17800点区间上落。
投资上，他首选腾讯。问及在防守股的部署，他不建议加仓公用股，因为股息已跌至4%左右水平，相对并不吸引，另外，也可吸纳回调较多的中特估。
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