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耀才团队: 市场焦点将转移至企业业绩表现
阿思达克 01-20 10:46

耀才证券研究部团队称,上周五(17日)美股三大指数续创新高,中美两国上周签署首阶段贸易协议後,市场焦点转移至美国经济表现,近来公布的美国经济数据均表现理想,带动乐观情绪持续。港股ADR靠稳,夜期收报29098点,升33点或高水42点,两者预示港股今早(20日)有条件轻微高开。多只重磅股发盈喜,国寿(02628.HK)预告去年全年纯利将按年增加4至4.2倍,盈利最多达592.54亿元人民币,盈利大升主要受惠投资收益。此外,招行(03968.HK)业绩快报显示去年纯利增15%,不良贷款按年下跌0.2个百分点至1.16%,亦较去年第三季下降0.03个百分点。中美贸易短线该不会再有重要变化,加上近来内地经济数据表现回稳,料市场焦点将逐渐转移至企业业绩表现身上。

从技术上看,恒指於上周五成功重越29,000点,如前文所述,短线阻力位在1月14日高位29,149点,只要恒指能续企稳於29,000点关口之上,条件该有利恒指於月内再创新高,而目前较关键的阻力位已上移至去年4月15日高位30,280点。

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