郭家耀: 外圍波動港股短線料反覆 京東(09618.HK)績佳股價看俏
正榮金融業務部副總裁郭家耀稱,美股周三(19日)下跌,聯儲局最新會議紀錄顯示當局憂慮疫情嚴重影響經濟活動及就業,三大指數收市由升轉跌。美元顯著反彈,金價則大幅受壓,油價表現亦向下,美國十年期債息回升至0.68厘水平。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市反覆向下,滬綜指收市下跌1.2%,險守3,400點水平,滬深兩市成交額維持相若水平。
港股因颱風關係僅半日市,整體交投仍算活躍,受內地股市走勢影響,大市反覆受壓。外圍走勢較為波動,市場繼續關注中美關係變化及企業業績消息,預料大市短期維持反覆上落形態,指數繼續於24,500至25,500點水平徘徊。
另京東(09618.HK)公布中期業績,上半年收入增長27.9%至3,472億元人民幣(下同),經營利潤增110.9%至73.6億元,盈利增長120.7%至175.2億元。按非會計準則上半年盈利增長29.6%至88.8億元,表現勝於市場預期。單計第二季度收入增加33.8%至2,011億元,其中日用百貨商品銷售收入及服務收入分別為640億元及229億元,按年分別增加45.4%及36.4%。第二季非公認會計準則盈利增長66.1%至59.1億元。截至6月底,年度活躍用戶數按年增加29.9%至4.174億戶,其中6月份的手機每日活躍用戶更按年增長40%。管理層表示,主要電商平台的用戶均見增長,愈來愈來用戶在多平台購物,相信京東仍有很多用戶增長空間。業績表現強勁,前景展望樂觀,繼續看好股價後市表現。
(筆者為證監會持牌人,沒持有上述股份)~
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