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植耀輝:港股突破兩萬關 今日有望延續升勢
耀才證券研究部總監植耀輝稱,港股昨日(29日)在阿里-SW(09988.HK)等一眾新經濟股份造好下急升,恆指升幅更一度超過564點,最終升幅略為收窄至407點,收報20,192點,成交金額達到1,464億元。阿里大升12%,美團-W(03690.HK)亦升超過4%。值得一提的是,科指成份股大部分亦錄得升幅,只得6隻股份下跌,跌幅亦不大,反映科技股升勢亦頗全面。預期在科技股投資氣氛仍不俗的情況下,今日港股有望延續升勢,短期反彈目標暫看50天線亦即20,670點附近水平。 業績股方面,則不得不提中海油(00883.HK)。該公司截至去年底止收入上升71.56%至4,222億元人民幣(下同),全年純利1,417億元,按年升超過一倍,亦合乎公司早前之盈喜通告。派息方面,集團全年派息1.45港元,派息比率約43%,若以昨日收市價計,息率超過12厘。筆者對今年油價看法仍正面,雖則未必會大升,但在中印兩國經濟復甦支持下,預期全球石油供仍偏緊;另一方面,集團早於去年初之經營策略中已表示「2022年至2024年度,全年派息比率不低於40%;另無論經營表現如何,全年股息絕對值亦預計不低於每股70港仙(含稅)」,意味至少未來兩個年度已有派息保證。因此筆者仍會視此股為收息股組合中其中一隻核心持股。 (筆者為證監會持牌人,持有騰訊及中海油股份) *********** 外圍造好 港股料可守穩二萬關 耀才研究部稱,外圍股市隔晚(29日)造好,金融股反彈,科技股亦有好表現,美股三大指數均造好,當中納指升幅達到1.8%。反映中概股指數之金龍指數上升0.64%,連續第二個交易日上升。 至於港股方面,受新經濟股急升刺激,恆指收復250天線(19,820點),並重上20,000點關口,最終收報20,192點,上升407點或2.1%。阿里-SW(09988.HK)成為升市功臣,急升12%,連帶其它新經濟股份亦造好,騰訊(00700.HK)便升1.7%。預期在科技股投資氣氛短期仍不俗的情況下,恆指或仍可受惠,今日(30日)有望延續反彈勢頭。 技術走勢方面,恆指昨日以大成交收復250天線及2萬點關口,走勢再度轉強,MACD牛差亦進一步擴大。當然短期仍要留意恆指是否能企穩於250天線之上,如能守穩則有望進一步挑戰50天線亦即20,700點附近。 (筆者為證監會持牌人)~
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