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耀才团队:中电(00002.HK)盈警短线不宜胡乱博反弹
阿思达克 06-21 10:26

耀才证券研究部团队称,美股连升四日,隔晚(20日)道指收市升249点或0.94%,报26,753点,日内曾高见26,798点,距离历史高位26,951点只差153点。标普500指数创历史新高报2,954点。

美国联储局未来势将减息及G20峰会进行的「习特会」成为市场焦点,周四早间,美国10年期国债收益率跌破2厘关口,下降至1.974厘,创2016年11月以来新低。港股ADR普遍上升,人民币走强继续支持中港两地股市短期後市表现,美元兑离岸人民币昨日更升至6.8481水平,只要短期後市仍处於6.9水平之下,相信仍会利好一众中资股短期後市之表现。

中电控股(00002.HK)昨日收市後出乎意料发盈警,预期截至6月底止中期,将会录得综合亏损,期内需要为EnergyAustralia零售业务所占的商誉进行减值,大约60亿元至70亿元。此外,通告亦提及零售业务於2019年下半年的除税前盈利减少2.4亿至3亿元,而该跌幅可能在未来仍会持续,中电前景不明朗因素突破增加,其派息水平能否维持仍是未知之数,加上股价自2018年开始不断被防守性资金追捧,投资者宜慎防获利回吐之压力,短期内不宜胡乱博反弹。

从技术上看,恒指以上次高位30,280点开始之调整,至低位26,671点计,幅度3,609点,较乐观的情况看反弹0.618,加上「小双底」型态支持,恒指有望见28,901点。

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