植耀輝: 美股現強勁反彈 友邦吸引力只屬一般
耀才證券研究部總監植耀輝稱,美股隔晚大幅波動,早段受新申領失業救濟金人數高於預期影響,加上特朗普繼續發表針對中國言論,拖累美股開市早段下挫,惟在金融股顯著反彈下,美股倒升之餘,升幅亦進一步轉強,最終道指上升377點或1.62%,收報23,625點,標普500指數亦升32點或1.2%,收報2,852點;納指則升80點或0.9%,收報8,943點,升80點。
港股昨日表現則明顯受制於外圍市況及個別弱勢藍籌,當中今日出首季營運數據之友邦(01299)昨日下跌2%,匯控(00005)亦跌1.8%,並一度跌至38.05元水平。騰訊(00700)走勢亦反高潮,高開一度急升至447元,再創2年高,但股價其後輾轉回落,更一度倒跌,最終收報430.6元,微升0.2%。正如筆者近日經常強調,大市近日反彈主要是憧憬多地經濟活動陸續恢復正常,惟當中仍存在相當多變數,所以大市維持拉鋸格局亦正常,何況除非疫情能過去,否則恆指要向上突破機會不大,相信24,600點繼續是一大阻力,下方支持則繼續先看23,500點水平。
至於友邦業績,首季營運數據一如市場預期,期內新業務價值較去年同期下跌27%,集團提到「抗疫措施對香港和中國內地的業務造成最重大的影響」,集團亦提及「隨著中國內地營運環境改善,當地業務取得令人鼓舞的進展,3月份的銷售較2月份顯著轉強」。但不容置疑的是,疫情對保險業影響頗深,特別是東南亞個別地區現時仍受疫情衝擊,故友邦股價雖然年初至今已顯著跑輸大市,惟現價吸引力只屬一般,建議投資者還是先行觀望為妙。
(筆者為證監會持牌人)~
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