植耀辉: 新业务价值恢复增长 友邦(01299.HK)可续持有
耀才证券研究部总监植耀辉称，美股隔晚(11日)继续有好表现，随着10年期债息一度回落至1.5厘水平，科技股继续见反弹，纳指再急升2.52%，收报13,398点，道指及标普500指数亦分别上升0.58%及1.04%。
港股方面，受A股反弹，加上北水恢复净流入，在科技股支持下恒指重上29,000点水平，并一度高见29,400点之上，收市计则升近480点，收报29,385点，成交额亦有所增加至2,152亿元。港股调整是否已告一段落仍有待观察，但如A股能维持反弹势头，以及北水维持净买入的话，恒指或有望挑战29,800点水平。不过始终近期日均波幅相当惊人，而且後市变数仍多，所以暂亦不宜过於进取。
股份方面，科技股普遍见反弹，当中腾讯(00700.HK)上升3.3%，同时见北水再次出现净流入情况，後市看法仍较乐观，故可继续持有；惟阿里巴巴(09988.HK)昨日逆市下跌，反映走势依然偏弱，故大型科技股中还是以腾讯作为选择会较好。
另外，友邦(01299.HK)亦於今早公布业绩，受疫情拖累，友邦去年新业务价值倒退33%，而今年首两个月新业务价值已恢复15%增长，当中内地业务去年新业务价值倒退17%，不过集团亦表示，首两个月的新业务价值与2020年同期比较，录得非常强劲的增长。另外业绩内亦提及四川筹建新分公司已接近完成阶段，笔者预期今年内地新业务价值应可有不俗表现。建议继续持有，并维持早前之中期目标价120元不变。
(笔者为证监会持牌人，持有腾讯及友邦股份)
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美股续破顶 恒指需重返29,738才算转势
耀才研究部称，隔晚(11日)美股全线向上，道指连续第二日创收市新高，标指同样创收市新高，纳指最多抽升2.8%。继上周非农就业数据胜预期後，美国首次申领失业救济人数减少4.2万，报71.2万，是去年11月以来最低水平同样胜预期，加上美国总统拜登正式将总值1万9千亿美元的抗疫纾困法案签署成为法例，亦会令所有成年国民5月1日前获分发疫苗，刺激大市气氛。美国10年期债息维持於1.5厘水平上落。友邦(01299.HK) 公布去年业绩，纯利按年倒退3.3%至57.79亿美元，高位市场预测中位数53.65亿美元。新业务价值按年倒退33%至27.65亿美元，低於预测中位数28.28亿美元。
恒指昨日成功重返50天线以上，但未算有大成交配合，从小时图上看，恒指仍处於浪低於浪之格局，假若指数未能重返20天线水平29,738点即保力加通道中轴以上，後市走势仍未能太过乐观。
(笔者为证监会持牌人)~
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