郭家耀: 新经济股捱沽港股料下试28,200 紫金(02899.HK)产能扩张惹憧憬
正荣金融业务部副总裁郭家耀称,美股周二(23日)反覆向下,联储局主席鲍威尔出席国会听证会,表示某些资产价格显得偏高,并预期通胀今年持续向上,但整体压力不大,言论未有对市况带来太大支持。投资者亦关注欧洲疫情再度反覆,担心经济复苏步伐受影响,三大指数低开後反覆向下,收市均录得一定跌幅。美元走势向好,美国十年期债息回落至 1.64厘水平,金价及油价表现偏软。港股预托证券普遍向下,预料大市早段跟随低开。
内地股市反覆低收,沪综指低开低走,收市下跌0.9%,沪深两市成交额略为增加。
港股连日下滑,指数早段高开後反覆向下,一度急跌超过500点,尾市略为反弹,大市成交有所增加。外围走势反覆,加上投资者对前景转趋审慎,新经济股普遍遇到沽压,预料指数短期下试低位支持,28,200点为重要关口,一旦失手或加剧调整压力,上方阻力位下移至29,000点附近。
另紫金矿业(02899.HK)公布去年业绩,营业额按年上升26%至1,715亿元人民币(下同),盈利上升51.9%至65.1亿元。紫金期内出售38.2吨矿产黄金,同比下降2.5%。矿产金单位毛利同比增长51%至每克188元,主要得益於平均售价增长23%至每克365元,单位成本仅轻微增长2.7%至每克177元。矿产铜销售增长21%至45万吨,每吨产铜毛利同比增长17%至17,211元。紫金在业绩公告中重申将矿山黄金产量及铜矿产量翻倍的生产扩展计划。除扩大产量外,在原铜需求和宽松的货币政策支持下,预期紫金将从强劲的铜价中受益,前景值得乐观。
(笔者为证监会持牌人,没持有上述股份)~
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