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植耀辉: 美股个别发展 友邦(01299.HK)绩前可部署
阿思达克 03-11 10:43
耀才证券研究部总监植耀辉称,美股隔晚(10日)个别发展,美国2月份CPI数据符预期,加上拜登提出之1.9万亿美元财政方案有望於3月14日获得通过,利好道指表现兼再创新高;不过科技股表现仍较不济,最终道指上升464点或1.46%,收报32,297点,标普500指数亦升23点或0.6%,收报3,898点,纳指则微跌4点,收报13,068点。

港股方面,开市已升超过470点,但已见全日高位,其後A股走势转弱,加上北水持续出现净流出,科技股升势又再度受到考验,大部分科技股亦由高位回落。当然,港股通持续出现净沽出情况,同时昨日成交量亦不足2,000亿元,反映入市气氛亦有所转弱。监於短期港股仍受制於中美股市表现,因此走势亦难见突破,预期仍只会於29,000点附近上落,如市况有所转坏,则仍有机会下试早前低位,亦即28,200点水平。

股份方面,友邦保险(01299.HK)将於本周五(12/3)公布业绩,预期内地新业务价值可持续有不俗增长,加上股价在94至95元有不俗支持,可考虑现价买入并作中长线持有,上望120元以上,暂以93元以下作止蚀。

(笔者为证监会持牌人,持有友邦股份)

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A股短期後市表现仍是关键

耀才研究部称,隔晚(10日)美股再度个别发展,美国上月CPI升幅温和,消除市场对美国通胀前景的忧虑,加上十年期美债拍卖未有为市场带来太大冲击,即使10年期国债息率回落,资金继续追捧旧经济股,道指升逾1%再创历史新高。不过科技股则先升後回,纳指最终微跌0.04%收市。港股ADR个别发展,「黑期」今早(11日)亦变动不大,料早市恒指将缺乏明确方向,将暂徘徊於29,000点关口之下。A股於短期後市的表现仍是关键,沪综指较关键的支持位已退至3,330点,而一日指数未重上1月29日低位3,446点之上,仍难确认A股摆脱反覆寻底之格局。

恒指昨日高开至29,255点後马上倒跌,至今仍未能摆脱寻底之格局。从小时图上看,恒指仍处於浪低於浪之格局,一日恒指未能突破29,500点关口,後市走势仍未能太过乐观。

(笔者为证监会持牌人)~

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