郭家耀: 科技股绩佳港股料上试25,500 内银短线再调整压力不大
正荣金融业务部副总裁郭家耀称,美股周三(12日)表现向好,肺炎疫苗有望在不久将来推出市场,刺激大市气氛,三大指数均录得升幅收市,标普500指数逼近历史收市高位。美元走势偏软,美国十年期债息回升至0.67厘水平,油价轻微受压,金价继续大幅波动。港股预托证券普遍向好,预料大市早段跟随外围高开。
内地股市反覆偏软,市场观望中美高层贸易官员周末举行会议结果,投资者态度谨慎,沪综指收市下跌0.6%,沪深两市成交额亦有所下跌。
港股先跌後反弹,指数重上多条移动平均线水平,传统类股份表现向好,科技股在业绩憧憬下亦走势向上,大市成交保持活跃。外围走势向好,加上科技股业绩理想,有助带动指数进一步上试25,500点水平,下方支持在24,500点附近。
另中国银保监会日前发布的主要监管指标数据显示,截至今年第二季末,中国大型商业银行的不良贷款余额为1.024万亿元人民币(下同),首次突破万亿元大关。同时,资本充足率为14.21%,较首季末下跌0.3个百分点。其中,大型商业银行的不良贷款率为1.45%,较首季上升6个基点;股份制银行和城商行的不良贷款率分别为1.63%和2.3%,较首季末分别下跌1个及15个基点;农村商业银行的不良贷款率则从首季末的4.09%,进一步升至4.22%。利润方面,今年上半年商业银行累计实现净利润1万亿元,按年下降9.4%,平均资本利润率为10.35%;商业银行平均资产利润率为0.83%,较首季末下降0.15个百分点。上半年商业银行利润出现下降,主要是回应监管机构要求银行采取措施应对不良贷款上升的呼吁,增加不良贷款准备金所致。由於市场对此已有预期,加上股价已录得一定程度调整,相信股价短线再调整压力不大。
(笔者为证监会持牌人仕,本人没持有上述股份)~
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