植耀輝:恆指科指四連升 中集安瑞科(03899.HK)可留意
耀才證券研究部總監植耀輝稱,港股本周走勢相當不俗,恆指上日(13日)收市四連升,官方對科技股監管似有放寬跡象,加上美國CPI增幅低於預期,帶動港股昨日抽升近500點。筆者維持7月20,000點目標不變,但要進一步升抵該水平,尚欠政策措施出台此一重要元素。且看本月會否有相關消息。
股份則可留意近期有不俗表現之中集安瑞科(03899.HK)。集團從事儲能相關業務,這亦是筆者今年其中一個較看好之板塊。該公司首季營運數據不俗,收入按年增長近兩成,累計新簽訂單55.1億元人民幣,按年增加14.7%,在手訂單金額亦達到189.63億元人民幣,在政策支持下,相關行業年內仍會有可觀增長。加上儲能及氫能概念為近期內地其中一個被追捧之板塊,筆者亦相當看好能長遠發展,建議可於7元附近吸納作中長線持有,目標上望8.5元,以6.3元作止蝕。
另外,早前推介之重汽(03808)本周一度升至18.16元,筆者建議15元以下「出手」之策略看來難成事矣!不過既然業務發展及業績表現仍值得憧憬,可待其回落至15.6元水平入第一注,15元附近再作吸納。
(筆者為證監會持牌人)
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標普500創年內新高 港股有望重上250天線
耀才研究部稱,美國6月PPI增速低於預期,隔晚(13日)美股三大指數續有好表現,當中納指升幅達到1.6%,標普500指數升0.85%,為2022年4月以來新高。金龍指數則再升2.6%,連續第五個交易日上升。
港股方面,昨日繼續有好表現,恆指全日急升489點或2.6%,收報19,350點,科指升幅更達到3.8%,收報4,237點,全日成交突破1,000億元,達到1,113億元。兩個指數均連續第四個交易日上升。至於A股同樣有不俗表現,滬深兩市升幅介乎1.3%至1.6%,成交金額9,200億元人民幣。市場氣氛確有所改善,不過由於短期累升不少,以及在投資者續觀望內地政策因素下,相信恆指暫會于水準先行整固。
至於技術走勢方面,恆指自上周低位18,279點反彈,至今累升已達到1,071點或5.9%,並重上多條主要平均線,惟250天線依然具一定阻力,後市須突破並企穩該水平,始有機會進一步挑戰20,000點關口。
(筆者為證監會持牌人)~
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