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植耀辉: 港股见突破惟宜观望 友邦(01299.HK)100元关口不宜再失
阿思达克 04-30 10:38
耀才证券研究部总监植耀辉称,港股方面,虽然昨日(29日)缺乏北水支持,但港股却意外地出现突破,恒指最高曾升至29,405点,收市亦升231点,收报29,303点。以走势而论,恒指表现确有突破,至少升破了这段时间50天线亦即29,118点水平,不过现阶段尚难确认升势,毕竟交投严格上未有显着增加,同时上升某程度上是受友邦(01299.HK)强势所支持(事实上单一只友邦便为恒指贡献105点),但整体大市升势并不算全面,所以恒指表现仍有待观察,暂看29,000点水平能否成为後市支持。

股份方面,则一定要提提友邦,昨日股价又再次突破100元关口,最高升至104元,有大行继续看好其业务表现。笔者对其看法仍正面,只是股价过去多次未能企稳100元水平,故如再次失守,则可能稍作减持会较好。

至於昨日提到之港交所(00388.HK)股价稍逊,逆市下跌1.8%,收报480元。笔者对其看法维持不变,不过若恒指确认上升势头,则届时可考虑追入,只是上方阻力仍先看500元水平。

(笔者为证监会持牌人,持有友邦股份)

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恒指继续上落 观望企业业绩

耀才研究部称,昨(29日)美股三大指数全线向上,道指收报34,060点升0.7%,标普及纳指反覆再破顶,分别收报4,211点及14,082点。美国今年首季国内生产总值(GDP)环比年率初值为增长6.4%,逊预期的6.7%,较去年第四季的4.3%大幅提速。同时首次申领失业救济人数55.3万人,按周减1.3万,较预估54万人略增;不过美国总统拜登保证不会向年收入低於40万美元的美国人加税,则提振了市场气氛,伦敦期铜升破每吨1万美元水平,油价亦升逾1%。恒指昨日一举突破50天线即29,200点,但缺乏北水的情况下大市成交只有1,197亿元,未算有明显配合,恒指首要目标需站稳50天线。

恒指整个月份几乎是反覆於100天线至50天线间横行上落,此两度平均移动线正处於28,482点至29,136点,区间目前更不足700点。维持早前看法,指数较关键的支持位乃100天线,相信只要恒指未有正式跌穿此关,目前对後市之看法仍不宜过分悲观,如恒指最终能突破50天线,首个目标将可上望3月18日高位29,596点。

(笔者为证监会持牌人)~

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