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郭家耀: 外围波动港股短线料反覆 京东(09618.HK)绩佳股价看俏
阿思达克 08-20 09:38
正荣金融业务部副总裁郭家耀称,美股周三(19日)下跌,联储局最新会议纪录显示当局忧虑疫情严重影响经济活动及就业,三大指数收市由升转跌。美元显着反弹,金价则大幅受压,油价表现亦向下,美国十年期债息回升至0.68厘水平。港股预托证券普遍向下,预料大市早段跟随外围低开。

内地股市反覆向下,沪综指收市下跌1.2%,险守3,400点水平,沪深两市成交额维持相若水平。

港股因台风关系仅半日市,整体交投仍算活跃,受内地股市走势影响,大市反覆受压。外围走势较为波动,市场继续关注中美关系变化及企业业绩消息,预料大市短期维持反覆上落形态,指数继续於24,500至25,500点水平徘徊。

另京东(09618.HK)公布中期业绩,上半年收入增长27.9%至3,472亿元人民币(下同),经营利润增110.9%至73.6亿元,盈利增长120.7%至175.2亿元。按非会计准则上半年盈利增长29.6%至88.8亿元,表现胜於市场预期。单计第二季度收入增加33.8%至2,011亿元,其中日用百货商品销售收入及服务收入分别为640亿元及229亿元,按年分别增加45.4%及36.4%。第二季非公认会计准则盈利增长66.1%至59.1亿元。截至6月底,年度活跃用户数按年增加29.9%至4.174亿户,其中6月份的手机每日活跃用户更按年增长40%。管理层表示,主要电商平台的用户均见增长,愈来愈来用户在多平台购物,相信京东仍有很多用户增长空间。业绩表现强劲,前景展望乐观,继续看好股价後市表现。

(笔者为证监会持牌人,没持有上述股份)~

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