郭家耀: 新經濟股捱沽港股料下試28,200 紫金(02899.HK)產能擴張惹憧憬
正榮金融業務部副總裁郭家耀稱,美股周二(23日)反覆向下,聯儲局主席鮑威爾出席國會聽證會,表示某些資產價格顯得偏高,並預期通脹今年持續向上,但整體壓力不大,言論未有對市況帶來太大支持。投資者亦關注歐洲疫情再度反覆,擔心經濟復甦步伐受影響,三大指數低開後反覆向下,收市均錄得一定跌幅。美元走勢向好,美國十年期債息回落至 1.64厘水平,金價及油價表現偏軟。港股預託證券普遍向下,預料大市早段跟隨低開。
內地股市反覆低收,滬綜指低開低走,收市下跌0.9%,滬深兩市成交額略為增加。
港股連日下滑,指數早段高開後反覆向下,一度急跌超過500點,尾市略為反彈,大市成交有所增加。外圍走勢反覆,加上投資者對前景轉趨審慎,新經濟股普遍遇到沽壓,預料指數短期下試低位支持,28,200點為重要關口,一旦失手或加劇調整壓力,上方阻力位下移至29,000點附近。
另紫金礦業(02899.HK)公布去年業績,營業額按年上升26%至1,715億元人民幣(下同),盈利上升51.9%至65.1億元。紫金期內出售38.2噸礦產黃金,同比下降2.5%。礦產金單位毛利同比增長51%至每克188元,主要得益於平均售價增長23%至每克365元,單位成本僅輕微增長2.7%至每克177元。礦產銅銷售增長21%至45萬噸,每噸產銅毛利同比增長17%至17,211元。紫金在業績公告中重申將礦山黃金產量及銅礦產量翻倍的生產擴展計劃。除擴大產量外,在原銅需求和寬鬆的貨幣政策支持下,預期紫金將從強勁的銅價中受益,前景值得樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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