植耀辉: 美股现强劲反弹 友邦吸引力只属一般
耀才证券研究部总监植耀辉称,美股隔晚大幅波动,早段受新申领失业救济金人数高於预期影响,加上特朗普继续发表针对中国言论,拖累美股开市早段下挫,惟在金融股显着反弹下,美股倒升之余,升幅亦进一步转强,最终道指上升377点或1.62%,收报23,625点,标普500指数亦升32点或1.2%,收报2,852点;纳指则升80点或0.9%,收报8,943点,升80点。
港股昨日表现则明显受制於外围市况及个别弱势蓝筹,当中今日出首季营运数据之友邦(01299)昨日下跌2%,汇控(00005)亦跌1.8%,并一度跌至38.05元水平。腾讯(00700)走势亦反高潮,高开一度急升至447元,再创2年高,但股价其後辗转回落,更一度倒跌,最终收报430.6元,微升0.2%。正如笔者近日经常强调,大市近日反弹主要是憧憬多地经济活动陆续恢复正常,惟当中仍存在相当多变数,所以大市维持拉锯格局亦正常,何况除非疫情能过去,否则恒指要向上突破机会不大,相信24,600点继续是一大阻力,下方支持则继续先看23,500点水平。
至於友邦业绩,首季营运数据一如市场预期,期内新业务价值较去年同期下跌27%,集团提到「抗疫措施对香港和中国内地的业务造成最重大的影响」,集团亦提及「随着中国内地营运环境改善,当地业务取得令人鼓舞的进展,3月份的销售较2月份显着转强」。但不容置疑的是,疫情对保险业影响颇深,特别是东南亚个别地区现时仍受疫情冲击,故友邦股价虽然年初至今已显着跑输大市,惟现价吸引力只属一般,建议投资者还是先行观望为妙。
(笔者为证监会持牌人)~
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