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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
阿思达克 01-20 10:05
正荣金融业务部副总裁郭家耀称,美股周二(19日)表现向上,金融股业绩理想,加上市场憧憬新纾困方案快将落实,刺激大市气氛向好,三大指数均录得显着升幅收市。美元走势偏软,美国十年期债息维持於1.09厘水平,油价及金价低位有反弹。港股预托证券个别发展,预料大市早段变动不大。

内地股市回落,沪综指收市下跌0.8%,沪深两市成交额继续破万亿水平。

港股表现强势,大市创出超过一年新高,高见29,800点水平,其後有获利回吐,尾市升幅略为回顺,大市成交更创出纪录新高的3,000亿水平。外围气氛向好,北水持续流入,均带动大市向上突破。不过,由於短期升幅太大,指数或须先进行整固,预料29,000点水平有较大支持,後市仍有望挑战30,000点关口。

另金蝶国际(00268.HK)日前发出盈警,表示由於公司大力执行云订阅模式转型战略、主动停止销售部分ERP软件许可产品及加大苍穹等云产品研发投资,预料去年底总收入按年增长0%至3%,而云服务业务收入按年增长约43%至48%,云服务业务收入占总营业收入约54%至59%,期内盈转亏蚀2.5至3.5亿元人民币。集团将继续加速执行云业务转型战略,管理层对未来长期发展充满信心。投资者对短期出现亏损应不会太在意,云业务发展符合预期,订阅模式成功将继续支持估值高企。

(笔者为证监会持牌人,没持有上述股份)~

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