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植耀輝: 美股個別發展 友邦(01299.HK)績前可部署
阿思達克 03-11 10:43
耀才證券研究部總監植耀輝稱,美股隔晚(10日)個別發展,美國2月份CPI數據符預期,加上拜登提出之1.9萬億美元財政方案有望於3月14日獲得通過,利好道指表現兼再創新高;不過科技股表現仍較不濟,最終道指上升464點或1.46%,收報32,297點,標普500指數亦升23點或0.6%,收報3,898點,納指則微跌4點,收報13,068點。

港股方面,開市已升超過470點,但已見全日高位,其後A股走勢轉弱,加上北水持續出現淨流出,科技股升勢又再度受到考驗,大部分科技股亦由高位回落。當然,港股通持續出現淨沽出情況,同時昨日成交量亦不足2,000億元,反映入市氣氛亦有所轉弱。鑑於短期港股仍受制於中美股市表現,因此走勢亦難見突破,預期仍只會於29,000點附近上落,如市況有所轉壞,則仍有機會下試早前低位,亦即28,200點水平。

股份方面,友邦保險(01299.HK)將於本周五(12/3)公布業績,預期內地新業務價值可持續有不俗增長,加上股價在94至95元有不俗支持,可考慮現價買入並作中長線持有,上望120元以上,暫以93元以下作止蝕。

(筆者為證監會持牌人,持有友邦股份)

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A股短期後市表現仍是關鍵

耀才研究部稱,隔晚(10日)美股再度個別發展,美國上月CPI升幅溫和,消除市場對美國通脹前景的憂慮,加上十年期美債拍賣未有為市場帶來太大衝擊,即使10年期國債息率回落,資金繼續追捧舊經濟股,道指升逾1%再創歷史新高。不過科技股則先升後回,納指最終微跌0.04%收市。港股ADR個別發展,「黑期」今早(11日)亦變動不大,料早市恆指將缺乏明確方向,將暫徘徊於29,000點關口之下。A股於短期後市的表現仍是關鍵,滬綜指較關鍵的支持位已退至3,330點,而一日指數未重上1月29日低位3,446點之上,仍難確認A股擺脫反覆尋底之格局。

恆指昨日高開至29,255點後馬上倒跌,至今仍未能擺脫尋底之格局。從小時圖上看,恆指仍處於浪低於浪之格局,一日恆指未能突破29,500點關口,後市走勢仍未能太過樂觀。

(筆者為證監會持牌人)~

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