郭家耀: 港股累积升幅较大料整固 TCL电子(01070.HK)前景乐观
正荣金融业务部副总裁郭家耀称,美股连日造好,欧洲央行减息并再度实施宽化宽松,加上美国总统特朗普提出与中方签订临时贸易协议,利好市场气氛,隔晚(12日)三大指数均录得升幅收市。美元表现回软,美国十年期债息回升至1.77厘水平,金价录得轻微反弹。港股预托证券个别发展,预料大市早段缺乏方向。内地股市表现向好,市场对中美贸易谈判前景乐观,沪综指收市上升0.7%,沪深两市成交额在假期前略为减少。
港股高位表现反覆,指数一度在升至近月高位,但其後有获利回吐,最终录得温和跌幅收市,大市成交亦略有减少。外围气氛继续向好,有助市况保持平稳,不过近日大市累积升幅较大,预料指数需要在26,800至27,500点水平整固。
另TCL电子(01070.HK)上半年营业额上升8%至227.24亿元,盈利更升138.1%至13.62亿元。上半年集团全球电视机整体销售量再创新高,达1,553万台,按年增长17.9%;电视机出货量市占率达14.3%,稳占全球前二。受惠於产品结构改善,毛利率按年提升1.1个百分点至16.4%。
集团有效控制成本,费用率维持於12.7%。整体效率提高,海外及互联网业务快速增长下,导致集团盈利能力大幅提升,前景乐观。
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