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郭家耀:港股成交清淡陆金所料加快上市利平安估值
阿思达克 07-25 09:39

正荣金融业务部副总裁郭家耀称,美股周三(24日)个别发展,大市主要受企业业绩消息带动,道指表现偏软,标指及纳指则破顶收市。美元走势靠稳,美国十年期债息回落至2.04厘水平,油价走势偏软。港股预托证券个别发展,预料大市早段缺乏方向。内地股市低位回升,中美贸易谈判代表将於下周见面,消息利好大市气氛,沪综指收市上升0.8%,沪深两市成交额亦略为增加。

港股走势反覆向好,指数一度急升近300点,其後升幅显着收窄,成交保持清淡。市场观望气氛较为浓厚,大市短期未有突破能力,指数维持於28,200至28,800点水平上落。

另内地消息透露,中国平安(02318.HK)旗下的财富管理平台陆金所拟退出P2P贷款核心业务。陆金所将专注消费金融,以推进上市计划。据悉,陆金所退出P2P贷款业务主要原因为监管风险,并指公司曾获中国银保监会告知,短期内难以取得相关牌照。

陆金所表示,P2P业务正积极响应和配合监管「三降」,即降低出借人人数、业务规模及借款人人数的要求,现有产品与客户权益不受影响。陆金所去年推迟上市计划,积极配合监管机构要求後,预料可加快推进上市,有利显现价值,并带动平安估值水平提升。

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