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郭家耀: 港股挟淡仓惟再升空间料不大 国美(00493.HK)与京东合作惹憧憬
阿思达克 06-02 09:54
正荣金融业务部副总裁郭家耀称,美股周一(6月1日)大幅上升,美国制造业活动反弹,投资者对经济前景感到乐观,三大指数收市温和向好。美元走势偏软,美国十年期债息回落至0.66厘水平,油价继续向好,金价亦温和上升。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,沪综指收市上升2.2%,沪深两市成交额显着增加。内地上月采购经理指数表现向好,加强市场对内地经济前景信心。

港股急剧反弹,蓝筹股近乎全线上升,指数突破多条移动平均线水平,大市成交保持畅旺。港股早前沽空活动较多,在挟淡仓效应下,指数大幅回升。不过,大市前景仍有众多不明朗因素,预料进一步向上空间不大,24,000点将有较大阻力,下方支持在23,000点水平。

另继早前与拼多多签定战略合作协议後,国美零售(00493.HK)公布与京东订立1亿美元的3年期及5%息率可换股债券认购协议。根据认购协议,初步股份转换价为每股1.255元,较国美零售消息公布前股价出现37.91%溢价。

同时,国美零售亦与京东订立战略合作协议,就产品采购及销售、物流服务等开展战略合作。为增强货品竞争力及扩大销售规模,双方将实现联合战略模式,就联合采购的货品共同承担销售责任,并为对方消化联合采购的货品。

国美零售将利用其门店、加盟店及其社群,销售京东的货品或直接自京东采购货品,双方同时进行联合营销。国美自建的线上销售渠道,一直未达预期效果,近月加强与两大线上平台合作,且看能否带来新发展机遇。

(笔者为证监会持牌人,没持有上述股份)~

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