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植耀輝: 新能源股前景仍樂觀 港股「六絕」月有望反彈
耀才證券研究部總監植耀輝稱,在大市未見明確方向之際,新能源近期走勢算「硬淨」,或多或少與內地早前有媒體報道將於沙漠、戈壁及荒漠地區規劃建設4.5億千瓦大型風電光伏基地,當中8,500萬千瓦專案已經開工建設的消息有關。其實相關消息並非新鮮事,但在缺乏利好因素下,亦成為其中一個炒作借口。 不過不少朋友對於在沙漠地區發展新能源的做法感到奇怪。其實可再生能源其中一個重要考慮因素,就是該地區是否有足夠資源配合,而內地光照資源最好之地區,除西藏外就是東北、華北及西北地區,當中西北地區又主要是沙漠。 除了發電因素,在沙漠等地進行光伏建設尚有另一好處,就是可以防治沙漠化及改善當地生態環境。惟由於地處偏僻,故須架建特高壓電網輸電,而且維護費用亦恐怕不低。不過新能源股始終有國策憧憬,所以筆者對整個產業未來發展仍樂觀,亦繼續看好相關股份前景。 只是大市近期表現仍強差人意,昨日又一度再失守20,000點關口。由於隔晚(26日)美股急升,加上阿里(09988.HK)業績表現勝預期,相信港股將有望反彈。短期內港股料繼續於20,000至21,000點上落。當然正如筆者早前提到,若內地疫情進一步緩和,以及有更多扶持及刺激經濟政策出台,對6月港股亦會有正面支持,相信大市有望顯著反彈。 (筆者為證監會持牌人,並未持有相關股份) ************* 恆指能否升穿50天線為關鍵 耀才研究部稱,隔晚(26日)美股全線向上,三大指數收升介乎1.6%至2.7%,零售股業績造好緩和市場對經濟衰退的憂慮,Macy's(M.US)、Dollar General(DG.US)及Costco(COST.US)收入均勝預期。金龍中國指數升超過7%,創逾三星期最高,港股有望靠中概股迎來較顯著的反彈,黑期預示恆指升近500點於20600水平。阿里-SW(09988.HK)上季收入升9%,經調整利潤按年跌24%,兩者均勝預期,其中經營利潤扭虧為盈,螞蟻集團更首次分紅。阿里在美股價較港升13%;百度-SW(09888.HK)第一季經調整利潤按年跌不過收入意外有上升,同樣勝預期,在美股價較港升14%。 技術上,恆指再度跌穿10天及20天線,短期支持需下移至近月達1,300點波幅的區間下限19,800點,以2月份高位25,000點起計,恆指仍然受壓於一條下降軌中,恆指需要升穿50天線才能打破浪低於浪的格局。 (筆者為證監會持牌人)~
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