【特约大V】邓声兴:港股难以稳站26000关,有机会回落进行调整

金吾财讯
Jul 28

金吾财讯 | 恒指周五(25日)收市报25388,跌278点或1.1%;大市全日成交2817亿元。国指跌1.2%,报9150;科指跌1.1%,报5677。生科股今日逆市造好,药明生物(02269)升5.5%,报31.5元,为今日升幅最大蓝筹;阿里巴巴(09988)跌1.9%,报118元;快手(01024)挫4.9%,报72.5元,为表现最差蓝筹;全周首三位升幅最大蓝筹分别为中升(00881)、国寿(02628)及信义光能(00968),全周分别升17.3%、15.7%和14.8%;表现最差首三位蓝筹分别为新东方(09901)、理想(02015)及石药(01093),全周分别跌10%、6.1%和6.1%。道指周五(25日) 收市报44901点,反弹0.47%或208点;标指涨0.4%,报6388点;纳指扬0.24%,报21108点;个股表现中,特斯拉(Tesla)股价回升3.5%;微软回升0.55%,报513.71美元,创历史新高;英特尔连蚀6季,并且宣布大幅裁员,显示重组仍然未见到成效,股价插水8.5%。高盛股价上扬1.4%,为表现最强道指成份股。Puma发出亏损预警,股价劲插16%。另外,市场憧憬奢侈品市场见底,LVMH股价反弹3.9%。德国大众汽车(Volkswagen,港称“福士”)看好关税会降至可控水平,股价倒升2.9%。亚太股市今早(28日)个别走,日经225指数现时报41218点,跌237点或0.57%。南韩综合指数现时报3196点,升0.78点或0.02%。港股难以稳站26000关,有机会回落进行调整。(笔者未持有上述股份)GX恒生高股息率(03110)GX恒生高股息率ETF资产规模已突破6亿美元,稳居香港上市高股息率ETF龙头,年化股息率高达8.24%并维持每半年派息节奏。该ETF近期获纳入“ETF互联互通计划”,大幅提升流动性与投资便利性,为两地投资者提供更便捷的配置管道。恒生高股息率指数成分股主要涵盖金融、公用事业、地产等防御性行业,且多为市值逾千亿港元的优质企业,在当前港股估值处于历史低位背景下,配置价值尤为突出。相较全球主要市场,港股不仅具备显着股息率优势,更享有互联互通机制带来的交易时段一致性及税收优惠。短期而言,面对经济增速放缓与利率下行环境,高股息策略能有效抵御市场波动风险;中长期来看,其“低估值+高股息”双重特性蕴含可观修复空间,配合内地资金持续经港股通增配高息资产的长期趋势,后市表现值得期待。目标价$35,止蚀价$27.4。(笔者未持有上述股份)

作者:香港股票分析师协会主席邓声兴博士

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