植耀輝: 港股反彈阻力25,500點 吉利(00175.HK)績差待調整始吸納
耀才證券研究部總監植耀輝稱,港股昨日(17日)表現相當不俗,在中資金融股特別是內險股支持下,恆指最高曾升至25,588點水平,收市前升幅雖然收窄,但最終恆指上升164點或0.65%,收報25,347點,成交量則反彈至1,287.57億元。中國人壽(02628.HK)全日計上升5.2%,收報20.15元,中國平安(02318.HK)亦升2.8%。
照現時情況,如A股短期仍有力向上突破,對港股亦會有一定正面幫助,只是中美關係對後市仍會增添不確定性,預期恆指上方阻力暫仍為25,500點水平,24,800點則繼續是短期支持。
亦要提提吉利汽車(00175.HK)業績表現。吉利上半年收入及股東應佔溢利表現皆錄得倒退,分別下跌23%及43%,集團亦同時調低今年銷量目標,由141萬部下調6%至132萬部,業績公布後吉利股價受壓,並以接近全日最低位收市。某程度上,上半年銷售差屬意料之內,只是下半年能否出現顯著反彈,則暫時仍屬未知之數,始終筆者仍關注行業競爭激烈及減價戰因素,預期業績下半年要追回失地有一定難度。
但可以肯定,作為內地其中一個重要產業支柱,預期未來中央將有更多措施出台,相信仍會有炒作空間。加上未來尚有回歸科創板之憧憬,可待其回落至14.5元以下再作考慮。
(筆者為證監會持牌人,並未持有相關股份)~
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