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植耀辉: 新一年港股变数仍多 留意港交所(00388.HK)、友邦(01299.HK)
阿思达克 01-04 10:57
耀才证券研究部总监植耀辉称,新一年,先祝大家身体健康、股运亨通。2021年股市似乎存在不少暗涌,虽则环球经济有炒复苏概念,只是反弹力度是否符合预期,看来仍然相当不明朗。疫苗的出现及分派是否能让疫情受控是其中一大关键,笔者对此情况现阶段暂抱观望;但另一关注点则必然是中美关系,特别是拜登上任後对中美关系的影响如何,现时亦似乎未见太多端倪,可以说此两大因素,对短期以至今年大市表现将有重要启示。

当然港股去年表现跑输国际主要市场,毕竟中美关系对港股有相当影响,同时中资股占比渐多,亦突显内地政策对港股的重要性。故此今年能否有好表现,现阶段仍须观察,但短期料於27,000点水平上落。

股份方面,板块暂未有太多想法,新能源股将继续成为市场焦点,不过去年第四季升幅太惊人,可稍作调整再跟进,较有信心仍然是港交所(00388.HK)及友邦(01299.HK),前者受惠交投畅旺及中概股第二上市概念,友邦则预期将有更多内地城市获批经营而令新业务价值维持强劲增长,如见调整可考虑分注吸纳作中长线持有。

(笔者为证监会持牌人,持有港交所股份)~

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