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植耀輝: 港股長假前續整固 平安「有勢」首站看105元
阿思達克 01-20 10:45

耀才證券研究部總監植耀輝稱,港股上周五(17日)表現不俗,受中國平安(02318.HK)急升所帶動。由於與中美貿易之相關利好消息初步已得到消化,同時假日氣氛亦將轉濃,以及大市已累積相當升幅,故預期本周將續於29,000點附近上落。當然,如人民幣進一步轉強,對港股亦會有正面幫助,今日人行將公布貸款市場報價利率(LPR)報價,且看LPR會否再進一步下調。

股份方面,一定要談談平安。其股價上周五於收市前出現異動,股價急升之餘並逼近一百元大關。平保急升原因仍有待觀察,較早前公布之12月保費收入確有所驚喜,某程度上亦令投資者憧憬平保業務已能扭轉第三季新業務價值不濟的情況,股價受追捧亦合理;亦值得從技術分析層面研究。平保近年一直受制於95元阻力,同時97元阻力過去亦多次無功而還,惟今次一舉突破,走勢上確見利好,短期若市況氣氛仍佳,相信股價有望挑戰105元或更高水平。

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