最新消息:

岑智勇:恆指續現托沽味 油價續升引發通脹預期

港股觀察站 admin 0評論

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match_all(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 684

Warning: Invalid argument supplied for foreach() in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 691

Warning: preg_match_all(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 684

Warning: Invalid argument supplied for foreach() in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 691

恆指續現托沽味 油價續升引發通脹預期

文:百利好証券策略師岑智勇

周一恆指高開高走,一度重上25400水平,全日波幅 275.36點。恆指收報 25325.09點,升487.24點或1.96%,成交金額 1629.28億元。國指及恆科指分別升 2.51%及3.17%。

中國市場監管總局對美團(3690)在中國境內網絡餐飲外賣平台服務市場實施“二選一”壟斷行為作出行政處罰。消息變相減低不明朗因素,美股升 8.36%,是帶動大市上升的主要動力,同時也帶動其他科企向好。科企板塊“有人歡喜有人愁”,聯想集團(0992)公布,撤回中國存托憑證於科創板上市及買賣的申請,股價跌 13.39%;同系聯想控股(3396)亦跌12.52%。

恆指以陽燭收市,最高升至 25437.16點,與0.618倍的反彈目標25460.41隻有一步之遙,但就成功上破 0.5倍的反彈目標25120.74。MACD快慢線正差距擴闊,走勢向好。全日上升股份 855隻,下跌 874隻,整體市況未如指數般強,繼續有“托沽”味。

紐約期油升至近七年高位,布蘭特期油則升至三年高位,油價上升觸發市場對高通脹可能持續的憂慮,美股三指數由升轉跌。夜期及ADR下跌,料恆指低開,支持參考看24781.07 (黃金比率分析)。若能守到此水平,有望反彈。

個股

越秀集團(6626)的主要業務為在中國內地及香港從事提供非商業物業管理及增值服務,以及商業物業管理及運營服務,當中重點為大灣區。

集團在2021年中期的總收入為人民幣 9.582億元,同比增長108.2%,其中: 來自非商業物業管理及增值服務所得收入為人民幣6.781億元,同比增長113.1%;及來自商業物業管理及運營服務所得收入為人民幣2.801億元,同比增長97.1%。期內毛利率為35.8%,同比增長3.6個百分點。股東應占盈利為人民幣1.777億元,同比增長134.0%。每股基本盈利為人民幣 0.16元,同比增長128.6%。在2021年6月底,集團在管面積為 35.0百萬平方米,同比增長44.6%,及合約面積為52.7百萬平方米,同比增長33.9%。

近日集團股價向好,升穿20 SMA,並在金融科技系統出現信號。集團上日收報3.63元,市盈率 15.647倍。集團市盈率位於行業的中游位置,若以16倍市盈率估值,目標價可達3.7 元。

-筆者為香港證監會持牌人士,不持有上述股份。

轉載請註明:牛牛網 » 岑智勇:恆指續現托沽味 油價續升引發通脹預期


Warning: Use of undefined constant PRC - assumed 'PRC' (this will throw an Error in a future version of PHP) in C:\wwwroot\niuniuwang.cn\wp-content\themes\d8\comments.php on line 17

您必須 登錄 才能發表評論!