郭家耀: 长假前夕投资者审慎 小米晋身全球化企业
正荣金融业务部副总裁郭家耀称,美股周四(23日)个别发展,大市早段受肺炎疫情消息影响,曾一度出现急挫,其後世卫言论纾缓市场忧虑,指数跌幅大为收窄,三大指数收市升跌不一。美元走势靠稳,美国十年期债息回落至1.73厘水平,油价继续显着向下。港股预托证券大至偏软,预料大市早段跟随低开。内地股市表现向下,市况继续受武汉疫情消息影响,沪综指低开低走,收市急跌2.7%,失守3,000点水平,沪深两市成交额显着增加至8,090亿元人民币。
港股显着向下,指数失守28,000点水平。市场继续忧虑肺炎疫情持续扩散,加上长假期前夕投资者取态审慎,预料市况继续偏软,指数有机会下试27,500点水平,上方阻力在28,200点附近。
另小米集团(01810.HK)管理层表示,今年小米将重点围绕已经进入的市场推进全球业务,包括印度、东南亚、拉丁美洲、非洲和西欧。西班牙、意大利、法国及德国等西欧国家市场将会是发展重心,小米目前在这些市场的发展态势良好。以西欧为例,小米已经成为排名第四的智能手机厂商,增速高达90%。在西班牙公开渠道排名第一。手机之外,小米滑板车在西欧市场的市占率达到70%,小米手环亦成为西欧市场第二受欢迎品牌。
小米亦已成为一家真正的全球化企业。截至2019年9月底,小米已经进入全球90个国家及市场,境外市场收入占比达49%,首三个季度境外总营收接近100亿美元。此外,5G是内地手机业务的重心。在2020年,小米将在中国发布超过10款5G手机,亦预计在其他国家逐步建立5G业务。去年8月小米发布首款5G手机,12月份再发布价格低於300美元的Redmi K30 5G手机,成为目前市场上价格最低的5G手机,令小米在市场具相当竞争力。
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