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植耀輝: 港股或考驗下方支持 平安(02318.HK)業績平平候低吸
阿思達克 02-21 11:06
耀才證券研究部總監植耀輝稱,受A股出現走勢再度出現突破支持下,港股昨日(20日)由最多下跌272點,到最終收窄至僅下跌46點,成交量亦回升至1,008億元。A股顯著造好,最大因素在於內地不斷釋出寬鬆預期,加上內地兩融持續回升,令A股出現「價量齊升」,當中創業板及深圳A股表現更強。無疑A股投資氣氛甚佳,強勢持續對港股有正面幫助;不過始終疫情以至企業業績表現仍會左右大市去向,預期後市將繼續於27,300點至28,000點水平上落。 股份方面則一定要談談中國平安(02318.HK)業績。集團公布去年業績,純利1,494.1億元人民幣,按年上升39.1%,至於壽險業務新業務價值按年上升5.1%,論表現只屬中規中矩,當中淨投資及總投資收益率分別為5.2%及7%,主要受資本市場回暖帶動投資收益同比增加所致。然而今年投資市場充滿不確定性,故雖然A股近期顯著造好,但變數依然存在,而保費收入能否維持增長亦是另一個挑戰,加上股價95元以上阻力大,預期反彈空間不大,故只宜回落至87元以下再分段吸納並作中長線持有。 (筆者為證監會持牌人,並未持有相關股份)~
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