植耀辉: 港股28,000点续上落 汇控业绩难有憧憬
耀才证券研究部总监植耀辉称,中港股市昨日(17日)继续有好表现,恒指一度突破28,000点,上综指亦回升至2,983点,创业板更夸张,大升3.72%。恒指不经不觉已回升至去年底水平,上综指亦收复年内大部分失地。虽然疫情仍未受控,但明显市场炒作内地货币政府将持续宽松,令A股备受追捧。不过港股28,000点阻力似乎不轻,相信短期仍只会於现水平上落。
至於今日大市焦点将离不开汇控(00005.HK)及恒生(00011.HK)业绩。笔者对业绩表现并不抱寄望,至於今年亦难有憧憬,本地经济状况仍严峻,银行资产质素或会恶化之余,亦不能忽视虚拟银行未来所带来之威胁。因此宜关注管理层对今年业务之展望,以及未来派息政策。
另外,执笔之时见有消息指苹果公司表示,虽然中国各地之业务陆续复工,但恢复正常状态的速度较预期慢,故全球iPhone供应将暂时受到限制,令截至3月底之季度营收预测将无法实现。苹果公司早前预期,截至三月底止之季度收入介乎630亿至670亿美元,最新估计则是624亿美元。预期该消息会对手机产业链股份带来负面影响。
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