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郭家耀: 港股短期升幅太大料整固 金蝶(00268.HK)前景支持估值
阿思達克 01-20 10:05
正榮金融業務部副總裁郭家耀稱,美股周二(19日)表現向上,金融股業績理想,加上市場憧憬新紓困方案快將落實,刺激大市氣氛向好,三大指數均錄得顯著升幅收市。美元走勢偏軟,美國十年期債息維持於1.09厘水平,油價及金價低位有反彈。港股預託證券個別發展,預料大市早段變動不大。

內地股市回落,滬綜指收市下跌0.8%,滬深兩市成交額繼續破萬億水平。

港股表現強勢,大市創出超過一年新高,高見29,800點水平,其後有獲利回吐,尾市升幅略為回順,大市成交更創出紀錄新高的3,000億水平。外圍氣氛向好,北水持續流入,均帶動大市向上突破。不過,由於短期升幅太大,指數或須先進行整固,預料29,000點水平有較大支持,後市仍有望挑戰30,000點關口。

另金蝶國際(00268.HK)日前發出盈警,表示由於公司大力執行雲訂閱模式轉型戰略、主動停止銷售部分ERP軟件許可產品及加大蒼穹等雲產品研發投資,預料去年底總收入按年增長0%至3%,而雲服務業務收入按年增長約43%至48%,雲服務業務收入佔總營業收入約54%至59%,期內盈轉虧蝕2.5至3.5億元人民幣。集團將繼續加速執行雲業務轉型戰略,管理層對未來長期發展充滿信心。投資者對短期出現虧損應不會太在意,雲業務發展符合預期,訂閱模式成功將繼續支持估值高企。

(筆者為證監會持牌人,沒持有上述股份)~

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