植耀輝: 新一年港股變數仍多 留意港交所(00388.HK)、友邦(01299.HK)
耀才證券研究部總監植耀輝稱,新一年,先祝大家身體健康、股運亨通。2021年股市似乎存在不少暗湧,雖則環球經濟有炒復甦概念,只是反彈力度是否符合預期,看來仍然相當不明朗。疫苗的出現及分派是否能讓疫情受控是其中一大關鍵,筆者對此情況現階段暫抱觀望;但另一關注點則必然是中美關係,特別是拜登上任後對中美關係的影響如何,現時亦似乎未見太多端倪,可以說此兩大因素,對短期以至今年大市表現將有重要啟示。
當然港股去年表現跑輸國際主要市場,畢竟中美關係對港股有相當影響,同時中資股佔比漸多,亦突顯內地政策對港股的重要性。故此今年能否有好表現,現階段仍須觀察,但短期料於27,000點水平上落。
股份方面,板塊暫未有太多想法,新能源股將繼續成為市場焦點,不過去年第四季升幅太驚人,可稍作調整再跟進,較有信心仍然是港交所(00388.HK)及友邦(01299.HK),前者受惠交投暢旺及中概股第二上市概念,友邦則預期將有更多內地城市獲批經營而令新業務價值維持強勁增長,如見調整可考慮分注吸納作中長線持有。
(筆者為證監會持牌人,持有港交所股份)~
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