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植耀辉: 恒指连升第三周 汇控(00005.HK)派息成焦点
阿思达克 02-22 11:04
耀才证券研究部总监植耀辉称,港股上周表现反覆,在憧憬内地复市下,恒指周初一度创近年新高,但随着A股表现不似预期,北水亦未见大举流入下,恒指走势亦有所调整,不过在30,000点水平见有支持并出现反弹,结果全周计恒指仍能升超过470点,收报30,644点,连续第三个星期上升。

至於港股能否延续升势,现时仍有待观察,因大市短期似乎存在不少变数,特别是A股及北水动向。春节假期後内流动性似乎有所收紧,虽属正常现象,但市场似乎有所反应过度,结果A股复市後表现稍令人失望,不过笔者相信情况仅属短线,在A股交投仍畅旺下表现料可有所改善;不过北水流入有所减慢,甚至乎出现净沽出情况则值得关注,始终港股年初至今能有理想表现,北水推动可说是功不可没,所以未来动态须加倍留意。

最後就是蓝筹业绩表现,打头阵的汇控(00005.HK)将於周二(23日)公布业绩,投资者最关注的莫过於派息事宜。其同业巴克莱银行上周五宣布恢复派息,而大行亦预期汇控亦将恢复;对笔者而言,重点应放在2021年前景预测身上。所以预期大市暂会维持争持格局,暂於30,000至31,000点整固。

(笔者为证监会持牌人,并未持有相关股份)

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旧经济股有望继续支撑大市

耀才研究部称,美股三大指数於上周五(19日)个别发展,铜价大涨4%成为市场焦点,高盛再度提升铜价预测,料铜市供求差额十年最大,12个月的铜价预测由原先的1万美元升至1.05万美元。「黑期」今早升逾200点,美国10年期债息亦再重拾升势,今早曾高见1.365厘水准,势头有利一众旧经济股继续支撑大市,恒指有望延续港股上周五下午的反弹势头。

恒指於上周五当日出现V型反弹,指数当日修补完2月16日的上升裂口後马上回稳,整个寻顶之旅仍未有结束。短线而言,只要恒指仍於後市企稳10天线之上,指数於月底前仍有可能再创月内新高。

(笔者为证监会持牌人)~

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