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植耀輝: 美股報捷蘋果急升 今日焦點匯控(00005.HK)業績
阿思達克 08-03 11:32
耀才證券研究部總監植耀輝稱,美股上周表現理想,當中以納指表現最佳,上升157點或1.49%,收報10,745點。另外道指上升114點或 0.44%,收報26,428點,標普500指數上升24點或0.77%,收報3,271點。科技股以蘋果公司表現最佳,單日急升10.5%,市值亦升至1.84萬億美元,成為全球最大市值之上市公司。

港股方面,上周表現繼續未見起色,全周計恆指下跌109點,不過值得關注的是,恆指多日均出現高開低收格局,同時25,000點阻力亦越來越明顯;由於整體市況仍有較多不確定性,特別是中美關係仍相當不明朗,本地疫情依然嚴峻,加上本周起將有多間藍籌陸續公布業績,預期市況仍會處於反覆格局,並於25,000點水平附近拉鋸。如中美關係有惡化跡象,則氣氛亦會受到影響,令恆指有較大機會下試24,200點水平。

股份方面,則肯定要談談匯控(00005.HK)。匯控將於今日(8月3日)公布上半年業績,預期列帳基準除稅前利潤將介乎53.32億美元至59.3億美元,按年減少52.2%至57%。當然,業績倒退已是預期之內,除非業績表現遠勝預期,否則匯控股價難見反彈,始終銀行業作為百業之母,其前景與經濟狀況關連度甚高,同時淨息差亦無可避免繼續收窄,加上一直以來最大之賣點股息仍會暫停,股價要撈底相當有難度,或者股價再大跌機會不高,但亦難有大升可能,而且困擾其發展之變數,還包括近期涉及之政治事件,故仍不建議大家考慮矣!

(筆者為證監會持牌人,並未持有相關股份)~

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