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植耀輝: 美股個別發展科技股反覆 今日焦點中海油(00883.HK)季績
耀才證券研究部總監植耀輝稱,美股隔晚(27日)個別發展,業績股為市場其中一個焦點,微軟業績理想支持道指表現,納指亦一度反彈1.7%,但除微軟(MSFT.US)外,其他大型科技股走勢又輾轉回落,拖累納指表現。最終道指上升61點,收報33,301點,標普500指數亦升0.21%,收報4,183點,納指則微跌1點,收報12,488點。個股方面,微軟受業績理想支持,股價反彈近5%,不過業績欠佳之Alphabet(GOOGL.US)則下跌近4%。另外,Meta(FB.US)股價亦下跌3.3%,但收市後公布之季績表現勝預期,刺激股價盤後大升近兩成。 港股方面,昨日走勢相當反覆,低開後跌幅一度加劇,最低曾見19,665點,下跌269點。不過A股午後扭轉早段弱勢,深成指及創業板更大幅抽升,不少股份亦由近期低位出現反彈,最終恆指收報19,946點,微升11點。雖然恆指微升,但成份股中下跌股份仍佔大多數,匯控(00005.HK)股價持續疲弱便限制大市反彈力度。至於昨日公布業績之港交所(00388.HK)股價亦未見起色,全日計微跌0.4元,收報321.4元。 由於大市不明朗因素仍多,因此雖然A股昨日出現顯著反彈,但是否意味轉勢仍言之尚早,筆者暫只認為是技術反彈而已。未來尚須觀察內地疫情以及經濟數據表現;至於今日焦點則可能是中海油(00883.HK)季績消息。雖然早前已發盈喜,惟集團將同時宣布派發特別息事宜,預期對短期股價去向有較大啟示。不過筆者暫仍繼續看好油價前景,加上正如過往指出,2022至2024年中海油保證派息將不低於每股0.7港元,對股價亦會有較大支持。若股價回落至10元以下,不妨買入作中長線持有。 (筆者為證監會持牌人,持有微軟、Alphabet及中海油股份) *********** 恆指先行挑戰20,000點阻力 關注資源股業績 耀才研究部稱,隔晚(27日)美股先升後回,收市個別發展,道指和標指升0.2%,納指則微跌1點。市場繼續關注科網股業績以及俄烏局勢的發展,有指4家歐洲天然氣買家已經按照俄羅斯的要求以盧布支付交易,另有10家歐洲公司已開設盧布帳戶,歐盟提出此舉有違制裁條件,市場擔心出現能源荒,商品市場價格繼續上漲。美國貿易代表處公布2022年特別301報告,中國再度被列入優先觀察名單,在美中概股上漲,中國金龍指數升近5%,有望帶動港股站穩,恆指再度上試20000點關口阻力。今日有多隻資源類股份公布業績,包括海螺(00914.HK)、中海油(00883.HK)及江銅(00358.HK)等,基於商品價格因供應短缺而高企,市場對上游企業的財報有較大期望,同時關注中海油對特別息的安排。 技術走勢上,恆指已完成回補3月17號的全部裂口,目前下試3月低位18,235點的機會仍然較大,除非指數能升穿10天線即20,700點水平,否則仍然處於反覆向下的階段。 (筆者為證監會持牌人)~
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