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植耀輝: 美股個別發展納指揚 今日焦點內地PMI
耀才證券研究部總監植耀輝稱,美股隔晚(2月28日)個別發展,開市早段跟隨歐股急跌,不過跌幅持續收窄,納指率先反彈由跌轉升,道指亦收復大部分失地,最終道指下跌166點或0.49%,收報33,892點,標普亦跌10點或0.24%,收報4,373點,納指則升56點或0.4%,收報13,751點。 港股方面,恆指在2月最後一個交易日一度急跌350點,再創近兩年新低,尾市在內銀股支持下陸逐收復失地,全日計僅下跌54點,不過全月計則累跌1,089點或4.58%。雖然不少股份尾市出現反彈,但成份股中有9只創一年或超過一年新低,反映市況整體氣氛依然欠佳;另外,地緣政局之不明朗將繼續困擾投資情況,同時內地亦會今日公佈PMI數據,預期市況將繼續維持反覆偏軟格局不變,下方支持暫看22,000點水平。 板塊方面,航運股昨日逆市造好,個別走勢更出現突破。運費價格易升難跌,加上業績理想及憧憬派息均成爲支持航運股之原因。由於業務前景仍看俏,預期股價有力繼續出現突破,可考慮續持有或候調整吸納。 (筆者爲證監會持牌人,持有東方海外(00316.HK)股份) ******************* 俄烏談判和平結束 美股三大指數個別發展 耀才證券研究部團隊稱,俄羅斯和烏克蘭在白羅斯舉行的和平談判結束,雙方代表將返回各自首都進行磋商,同意數日內舉行第二輪磋商,美股三大指數收市個別發展。金融股拖累下,道指收市跌過百點。納指錄得升幅。新能源車板塊表現突出,特斯拉昇逾7%,理想(02015.HK)ADR漲超過9%。資金分別涌入債市及加密貨幣市場,美國10年期債息尾段跌13.2基點,至1.836釐;比特幣24小時內回升15%。 港股方面,藍籌信義光能(00968.HK)去年純利49.24億元,按年增長7.97%,遜市場預期,不過毛利率勝預期,派末期息10仙;同系股份信義玻璃(00868.HK)全年盈利115.56億元,按年升79.94%,派末期息每股76仙;信義能源(03868.HK)全年盈利12.32億元,按年增長33.65%,派末期息每股10仙。中國製造業PMI達50.2,勝於預期的49.8。 港股技術走勢方面,恆指上週跌穿1月及2月形成的小雙頂的頸線位置23,469點,指數雖然偏離10天線達1,200點,不過卻未有出現底背馳之信號,以量度跌幅計,指數有可能下試22,000點心理關口之水平。 (筆者爲證監會持牌人)~
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