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植耀輝:恆指回落至24,700點 後市還看A股
阿思達克 08-01 08:55
耀才證券研究部總監植耀輝稱,港股本週出現調整,恆指回落至24,700點,不過7月計恆指仍升2.9%。值得一提的是恆指自5月起已連升三個月,表現相當出色,惟近期科技股走勢有所轉弱,加上業績期臨近,相信港股短期要再作突破不易,只是由於A股與港股之關連度甚高,若A股後市能重拾升勢,則對恆指亦會帶來支持,後市有望維持大漲少回格局。 另一方面,聯儲局議息會議後維持息率不變,主席鮑威爾暫亦未有就9月息口去向表態,始終關稅因素對未來通脹帶來之不確定性仍在,加上近日公布之經濟數據表現強勁之餘,大型科企業績亦充滿驚喜。Meta(META.US)第二季幾乎所有關鍵數據均遠勝預期,第三季展望亦相當樂觀;微軟(MSFT.US)Azure雲端第四季增幅則達到39%,遂令減息理據變得更不充分。儘管如此,但只要企績對板,美股依然有望不斷破頂。 最後,談談剛出中期業績之珩灣科技(01523.HK)。該公司上半年業績表現一般,收入及淨利潤分別上升9.9%及13.4%,派息亦增加約14%至0.1234港元。集團表示與Starlink之合作不斷深化,另亦拓展與Iridium(低軌衛星供應商)之合作,有利未來業務之發展。不過上半年增速確與以往相比為慢,集團亦有就此作出解說,表示去年上半年Starlink因啟動合作,因而累積龐大需求而令銷售急增,以及貿易政策的變動持續帶來不確定性。當然,透明度高是珩灣科技一個值得讚賞的地方,但業績表現確令筆者有點失望,尤其是股價績前已被炒上(兩個交易日累升近8%),故會傾向稍作減持。 (筆者為證監會持牌人,持有Meta及珩灣科技股份)~
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