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植耀輝: 港股28,000點續上落 匯控業績難有憧憬
阿思達克 02-18 11:24
耀才證券研究部總監植耀輝稱,中港股市昨日(17日)繼續有好表現,恆指一度突破28,000點,上綜指亦回升至2,983點,創業板更誇張,大升3.72%。恆指不經不覺已回升至去年底水平,上綜指亦收復年內大部分失地。雖然疫情仍未受控,但明顯市場炒作內地貨幣政府將持續寬鬆,令A股備受追捧。不過港股28,000點阻力似乎不輕,相信短期仍只會於現水平上落。 至於今日大市焦點將離不開匯控(00005.HK)及恆生(00011.HK)業績。筆者對業績表現並不抱寄望,至於今年亦難有憧憬,本地經濟狀況仍嚴峻,銀行資產質素或會惡化之餘,亦不能忽視虛擬銀行未來所帶來之威脅。因此宜關注管理層對今年業務之展望,以及未來派息政策。 另外,執筆之時見有消息指蘋果公司表示,雖然中國各地之業務陸續復工,但恢復正常狀態的速度較預期慢,故全球iPhone供應將暫時受到限制,令截至3月底之季度營收預測將無法實現。蘋果公司早前預期,截至三月底止之季度收入介乎630億至670億美元,最新估計則是624億美元。預期該消息會對手機產業鏈股份帶來負面影響。 (筆者為證監會持牌人,並未持有相關股份)~ 阿思達克財經新聞 網址: www.aastocks.com
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