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郭家耀:美對等關稅力度超預期 港股或下試22,500支持
港灣家族辦公室業務發展總監郭家耀稱,美股週三(2日)大幅波動,大市大幅低開後逐步回穩,收市修復失地,三大指數均錄得升幅收市。美元走勢回落,美國十年期債息下滑至4.12釐水平,金價持續向好,油價表現偏軟。港股預託證券變動不大,預料大市早段跟隨外圍消息低開。 內地股市昨日個別發展,滬綜指低開高走,收市上升1點,滬深兩市成交額顯着減少。 港股繼續好淡爭持,指數在23,000點水平附近上落,整體成交保持清淡。美國總統特朗普宣佈對等關稅措施,由於實施範圍及幅度大於預期,市場反應會較大,預料大市跟隨受壓,指數或下試22,500點支持,上方阻力在23,500點附近。 另中石油(00857.HK)去年錄得盈利1,646億元人民幣,按年增長2.0%。期內,營業收入2.94萬億元人民幣,按年下跌2.5%,主要由於原油、天然氣、成品油等油氣產品價格下降以及汽油、柴油銷售數量減少。集團經營利潤2,339億元人民幣,按年下降0.8%。其中,油氣和新能源分部以提高效率效益爲導向,堅持高效勘探、效益開發,大力控制投資和成本費用,持續加強油氣發現成本和生產成本管控,努力推動增產增效。實現經營利潤1,597億元人民幣,按年增長7.1%。煉油化工和新材料分部持續優化原料結構和產品結構,強化庫存管理,嚴格控制成本費用,實現經營利潤213億元人民幣,按年下降42.1%。天然氣銷售分部利用國際市場天然氣價格下降的有利時機,大力控制天然氣採購成本;持續優化客戶結構,大力開拓直銷客戶和終端銷售市場,積極開展市場化交易,不斷增強創效能力。實現經營利潤540.1億元人民幣,按年增長25.5%。展望2025年,集團預計國際油氣市場供需保持寬鬆,國際原油價格中樞預計下移。公司全年派息每股0.47元人民幣,按年增長6.8%,派息比率提升至52.2%。公司業績符合預期,派息水平吸引,估值亦相當合理。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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