郭家耀: 長假前夕投資者審慎 小米晉身全球化企業
正榮金融業務部副總裁郭家耀稱,美股周四(23日)個別發展,大市早段受肺炎疫情消息影響,曾一度出現急挫,其後世衛言論紓緩市場憂慮,指數跌幅大為收窄,三大指數收市升跌不一。美元走勢靠穩,美國十年期債息回落至1.73厘水平,油價繼續顯著向下。港股預託證券大至偏軟,預料大市早段跟隨低開。內地股市表現向下,市況繼續受武漢疫情消息影響,滬綜指低開低走,收市急跌2.7%,失守3,000點水平,滬深兩市成交額顯著增加至8,090億元人民幣。
港股顯著向下,指數失守28,000點水平。市場繼續憂慮肺炎疫情持續擴散,加上長假期前夕投資者取態審慎,預料市況繼續偏軟,指數有機會下試27,500點水平,上方阻力在28,200點附近。
另小米集團(01810.HK)管理層表示,今年小米將重點圍繞已經進入的市場推進全球業務,包括印度、東南亞、拉丁美洲、非洲和西歐。西班牙、意大利、法國及德國等西歐國家市場將會是發展重心,小米目前在這些市場的發展態勢良好。以西歐為例,小米已經成為排名第四的智能手機廠商,增速高達90%。在西班牙公開渠道排名第一。手機之外,小米滑板車在西歐市場的市佔率達到70%,小米手環亦成為西歐市場第二受歡迎品牌。
小米亦已成為一家真正的全球化企業。截至2019年9月底,小米已經進入全球90個國家及市場,境外市場收入佔比達49%,首三個季度境外總營收接近100億美元。此外,5G是內地手機業務的重心。在2020年,小米將在中國發布超過10款5G手機,亦預計在其他國家逐步建立5G業務。去年8月小米發布首款5G手機,12月份再發布價格低於300美元的Redmi K30 5G手機,成為目前市場上價格最低的5G手機,令小米在市場具相當競爭力。
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