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郭家耀: 港股料续上落格局 蚂蚁集团拓消费贷款惹憧憬
阿思达克 08-21 09:59
正荣金融业务部副总裁郭家耀称,美股周四(20日)先跌後回升,科技股表现强势,部分科技巨企破顶,纳斯达克指数再创历史新高,三大指数均录得升幅收市。美元走势偏软,美国十年期债息回落至0.65厘水平,金价走势向下,油价反覆下跌。港股预托证券普遍向上,预料大市早段跟随外围高开。

内地股市下跌,市场预料人行进一步降准机会下降,不利大市气氛,沪综指收市下跌1.3%,失守3,400点水平,沪深两市成交额亦有所缩减。

港股反覆向下,主要受内地股市拖累,科网股表现相对靠稳,有助稳定市况。企业业绩大致向好,亦有利後市走势。股份倾向个别发展,预料指数继续上落形态,维持於24,500至25,500点水平上落。

另外,据报蚂蚁集团计划夥拍南洋商业银行、千方科技、宁德时代在重庆成立一家消费金融公司,以加速内地业务发展。该公司将专注於中国的网络消费贷款和银行间贷款,并充当其他银行的一个贷款渠道,消息指最快会於今年第四季开始营运,目标是发展成为中国最大的消费贷款公司之一。

报道指蚂蚁集团将持有该消费金融公司50%的股权,南洋商业银行及千方科技则分别持有15%及10%的股权。据悉,注册资本为80亿元人民币,由於新成立的消费者金融公司的资本雄厚,预料未来贷款规模庞大。另一方面,市传蚂蚁集团最快月内向港交所递交上市申请,集资额或达100亿美元,相信届时将引起市场哄动。

(笔者为证监会持牌人,没持有上述股份)~

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