You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭家耀: 港股挾淡倉惟再升空間料不大 國美(00493.HK)與京東合作惹憧憬
阿思達克 06-02 09:54
正榮金融業務部副總裁郭家耀稱,美股周一(6月1日)大幅上升,美國製造業活動反彈,投資者對經濟前景感到樂觀,三大指數收市溫和向好。美元走勢偏軟,美國十年期債息回落至0.66厘水平,油價繼續向好,金價亦溫和上升。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市表現向好,滬綜指收市上升2.2%,滬深兩市成交額顯著增加。內地上月採購經理指數表現向好,加強市場對內地經濟前景信心。

港股急劇反彈,藍籌股近乎全線上升,指數突破多條移動平均線水平,大市成交保持暢旺。港股早前沽空活動較多,在挾淡倉效應下,指數大幅回升。不過,大市前景仍有眾多不明朗因素,預料進一步向上空間不大,24,000點將有較大阻力,下方支持在23,000點水平。

另繼早前與拼多多簽定戰略合作協議後,國美零售(00493.HK)公布與京東訂立1億美元的3年期及5%息率可換股債券認購協議。根據認購協議,初步股份轉換價為每股1.255元,較國美零售消息公佈前股價出現37.91%溢價。

同時,國美零售亦與京東訂立戰略合作協議,就產品採購及銷售、物流服務等開展戰略合作。為增強貨品競爭力及擴大銷售規模,雙方將實現聯合戰略模式,就聯合採購的貨品共同承擔銷售責任,並為對方消化聯合採購的貨品。

國美零售將利用其門店、加盟店及其社群,銷售京東的貨品或直接自京東採購貨品,雙方同時進行聯合營銷。國美自建的線上銷售渠道,一直未達預期效果,近月加強與兩大線上平台合作,且看能否帶來新發展機遇。

(筆者為證監會持牌人,沒持有上述股份)~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account