植耀辉: 港股长假前续整固 平安「有势」首站看105元
耀才证券研究部总监植耀辉称,港股上周五(17日)表现不俗,受中国平安(02318.HK)急升所带动。由於与中美贸易之相关利好消息初步已得到消化,同时假日气氛亦将转浓,以及大市已累积相当升幅,故预期本周将续於29,000点附近上落。当然,如人民币进一步转强,对港股亦会有正面帮助,今日人行将公布贷款市场报价利率(LPR)报价,且看LPR会否再进一步下调。
股份方面,一定要谈谈平安。其股价上周五於收市前出现异动,股价急升之余并逼近一百元大关。平保急升原因仍有待观察,较早前公布之12月保费收入确有所惊喜,某程度上亦令投资者憧憬平保业务已能扭转第三季新业务价值不济的情况,股价受追捧亦合理;亦值得从技术分析层面研究。平保近年一直受制於95元阻力,同时97元阻力过去亦多次无功而还,惟今次一举突破,走势上确见利好,短期若市况气氛仍佳,相信股价有望挑战105元或更高水平。
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