郭家耀: 北水暫停港股料橫行 電商撐物流資產估值
正榮金融業務部副總裁郭家耀稱,美股周一(8日)繼續向好,大市乘接近日升勢,投資者憧憬新紓困方案快將落實,三大指數齊創新高,並以接近全日高位收市。美元反覆偏軟,美國十年期債息回落至1.16厘水平,油價走勢持續向好,金價表現亦向上。港股預託證券個別發展,預料大市走勢缺乏方向。內地股市反彈,滬綜指收市上升1%,重上3,500點水平,滬深兩市成交額繼續縮減。
港股走勢向好,指數一度高見29,700點水平,其後升幅有所收窄,收市走勢保持平穩,大市成交有所減少。港股通今日(9日)起暫停多日,預料對市況有一定影響,加上長假期前夕,投資者取態轉為審慎,預料指數處於橫行格局,維持於28,800至29,800點水平上落。
另嘉里物流(00636.HK)及嘉里建設(00683.HK)日前停牌,在深圳上市的順豐控股(002352.SZ)亦同時停牌,擬披露重大事項。消息指中國物流巨頭順豐正在洽談入股嘉里物流。順豐準備向嘉里物流提出頗高的收購溢價,很快將宣布一項交易提案。消息指,嘉里物流亦考慮將一些資產出售給母公司。若今次交易成事,正好反映物流資產是現今電商大行其道下必需的配套,估值水漲船高,前景值得樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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