郭家耀: 外围带动港股料上试28,000 吉利(00175.HK)潜在合并惹憧憬
正荣金融业务部副总裁郭家耀称,美股周三(12日)表现继续强劲,投资者憧憬肺炎疫情逐步受控,加上联储局主席鲍威尔言论,令市场相信当局将於必要时使用更多工具支持经济,三大指数继续破顶,并录得显着升幅收市。美元走势持续强劲,美国十年期债息回升至1.62厘水平,油价低位亦强劲反弹。港股预托证券大致向好,预料大市早段跟随外围高开。
内地股市连日上升,市场对疫情忧虑纾缓,投资者憧憬中央大手推出刺激经济措施,沪综指收市上升0.9%,沪深两市成交额保持活跃。港股表现继续向好,外围走势带动下,蓝筹股纷纷向上,科技股表现最为突出。市场气氛向好,预料指数有望上试28,000点阻力,下方支持在27,200点水平。
另吉利汽车(00175.HK)日前发布公告,表示公司管理层正与富豪集团管理层进行初步讨论,以探讨通过两家公司业务合并进行重组的可能性,并拟将合并後的业务於香港及瑞典斯德哥尔摩上市,以使其能进入资本市场。吉利表示,成为一家强大的全球集团将可实现成本结构和新技术开发的协同作用,以应对未来挑战。业务合并後,将保留吉利、富豪、领克及极星每个品牌的独特性。
现时已在斯德哥尔摩上市的富豪集团,总市值达3,000亿元,相对目前吉利现时市值约1,260亿元。富豪集团表示,将与吉利成立联合工作小组,向各自的董事会准备重组方案。吉利则指,尚未制定建议交易的具体时间表或详细计划。建议交易一旦实现,将受限於公司及富豪集团各自董事会和股东的批准,监管机构的批准以及当时市场情况。市场对今次合并建议反应正面,合并成功将令吉利业务获得先进技术,富豪与吉利之间的合作,可在营运及财务上产生巨大的协同效益。
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