植耀輝: 港股見突破惟宜觀望 友邦(01299.HK)100元關口不宜再失
耀才證券研究部總監植耀輝稱,港股方面,雖然昨日(29日)缺乏北水支持,但港股卻意外地出現突破,恆指最高曾升至29,405點,收市亦升231點,收報29,303點。以走勢而論,恆指表現確有突破,至少升破了這段時間50天線亦即29,118點水平,不過現階段尚難確認升勢,畢竟交投嚴格上未有顯著增加,同時上升某程度上是受友邦(01299.HK)強勢所支持(事實上單一隻友邦便為恆指貢獻105點),但整體大市升勢並不算全面,所以恆指表現仍有待觀察,暫看29,000點水平能否成為後市支持。
股份方面,則一定要提提友邦,昨日股價又再次突破100元關口,最高升至104元,有大行繼續看好其業務表現。筆者對其看法仍正面,只是股價過去多次未能企穩100元水平,故如再次失守,則可能稍作減持會較好。
至於昨日提到之港交所(00388.HK)股價稍遜,逆市下跌1.8%,收報480元。筆者對其看法維持不變,不過若恆指確認上升勢頭,則屆時可考慮追入,只是上方阻力仍先看500元水平。
(筆者為證監會持牌人,持有友邦股份)
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恆指繼續上落 觀望企業業績
耀才研究部稱,昨(29日)美股三大指數全線向上,道指收報34,060點升0.7%,標普及納指反覆再破頂,分別收報4,211點及14,082點。美國今年首季國內生產總值(GDP)環比年率初值為增長6.4%,遜預期的6.7%,較去年第四季的4.3%大幅提速。同時首次申領失業救濟人數55.3萬人,按周減1.3萬,較預估54萬人略增;不過美國總統拜登保證不會向年收入低於40萬美元的美國人加稅,則提振了市場氣氛,倫敦期銅升破每噸1萬美元水平,油價亦升逾1%。恆指昨日一舉突破50天線即29,200點,但缺乏北水的情況下大市成交只有1,197億元,未算有明顯配合,恆指首要目標需站穩50天線。
恆指整個月份幾乎是反覆於100天線至50天線間橫行上落,此兩度平均移動線正處於28,482點至29,136點,區間目前更不足700點。維持早前看法,指數較關鍵的支持位乃100天線,相信只要恆指未有正式跌穿此關,目前對後市之看法仍不宜過分悲觀,如恆指最終能突破50天線,首個目標將可上望3月18日高位29,596點。
(筆者為證監會持牌人)~
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