郭家耀:多隻港股創52周高 派息高「中特估」受捧
港灣家族辦公室業務發展總監郭家耀稱,美股週四(6日)個別發展,美國企業業績好壞參半,科技股表現較好,帶動標普500指數及納指收市上升,道指則反覆下滑。美元低位反彈,美國十年期債息回升至4.43釐水平,金價高位回落,油價持續偏軟。港股預託證券表現靠穩,預料大市早段缺乏方向。
內地股市昨日上升,滬綜指低開高走,收市上升1.3%,滬深兩市成交額亦明顯增加。
港股表現強勁,指數早段反覆後穩步向上,並以全日高位收市,大市成交繼續活躍。市場看好內地推出刺激措施,有利個別板塊前景,多隻股份創出52周新高水平,反映市場氣氛不俗。預料指數有望再挑戰21,000點阻力,下方支持在20,000點水平。
另中國平安(02318.HK)近月頻頻增持內銀股,根據股權披露顯示,平保於1月27日增持工行(01398)9,082.8萬股H股,平均價5.3289元,涉資逾4.8億元,持股量由16.92%升至17.03%。資料顯示,平保對上一次增持工行H股爲1月2日,在場內以均價4.8816元,增持逾1.5億股,涉資逾7.5億元。平保的子公司「中國平安人壽保險股份有限公司」、「平安資產管理」亦分別於1月9日、1月20日申報增持工行H股,兩間子公司持股量分別增至16.01%及18.03%。中央推動中長期資金入市,內地長期債券利率跌至近年新低,機構投資者陷入資產荒,追求有息資產,派息高的中特估將是主要目標。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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