郭家耀: 欧美疫情恶化美股急挫 港股短期料拉锯
正荣金融业务部副总裁郭家耀称,美股周一(26日)大幅向下,欧美肺炎疫情再度转急,加上总统大选前美国达成纾困方案机会甚微,拖累大市表现,三大指数均录得显着跌幅收市。美元走势向好,美国十年期债息回落至0.80厘水平,金价反覆靠稳,油价则显着受压。港股预托证券普遍偏软,预料大市早段跟随外围低开。
内地股市表现偏软,沪综指收市下跌0.8%,沪深两市成交额继续缩减。
港股假期前连日向好,大市一度挑战25,000点阻力,传统类股份再受追捧,利好指数表现。蚂蚁集团(06688.HK)开始招股,吸引大量资金认购,或抽紧市场短期资金,加上美国总统大选临近,外围走势未明,预料大市短期未有突破,指数维持於2,4000至25,000点水平上落。
另阿里(09988.HK)日前公布以每股8.1元向高鑫零售(06808.HK)主要股东收购持有公司51%股权的吉鑫控股合共70.94%权益。完成後,须以每股8.1元向其他股东提要约全购,预料仍会维持高鑫上市地位。阿里及其关联方将持有高鑫约72%的权益,届时会将高鑫综合入账至其财务报表中。
市场分析指,高鑫将进一步受惠於阿里线上生态系统及获得更多线上客流。据QuestMobile数据,大润发生鲜每周活跃客户由6月的约80万,持续增长至目前约110万。同时,阿里及高鑫将利用对方线上及线下优势,孵化更多线上杂货销售,包括透过共用货仓,提供天猫一小时/半日递送服务,以及利用菜鸟自提站推动社区团购服务。高鑫在下半年目标开设11家大卖场、2至3间超市、4间盒马鲜生店、及30至50间迷你店「小润发」。明年加快至增开30至50间超市及200家小润发,相信社区分店模式有助减低租金支出,并推动线上线下业务更佳融合。
(笔者为证监会持牌人,没持有上述股份)~
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