郭家耀: 北水暂停港股料横行 电商撑物流资产估值
正荣金融业务部副总裁郭家耀称,美股周一(8日)继续向好,大市乘接近日升势,投资者憧憬新纾困方案快将落实,三大指数齐创新高,并以接近全日高位收市。美元反覆偏软,美国十年期债息回落至1.16厘水平,油价走势持续向好,金价表现亦向上。港股预托证券个别发展,预料大市走势缺乏方向。内地股市反弹,沪综指收市上升1%,重上3,500点水平,沪深两市成交额继续缩减。
港股走势向好,指数一度高见29,700点水平,其後升幅有所收窄,收市走势保持平稳,大市成交有所减少。港股通今日(9日)起暂停多日,预料对市况有一定影响,加上长假期前夕,投资者取态转为审慎,预料指数处於横行格局,维持於28,800至29,800点水平上落。
另嘉里物流(00636.HK)及嘉里建设(00683.HK)日前停牌,在深圳上市的顺丰控股(002352.SZ)亦同时停牌,拟披露重大事项。消息指中国物流巨头顺丰正在洽谈入股嘉里物流。顺丰准备向嘉里物流提出颇高的收购溢价,很快将宣布一项交易提案。消息指,嘉里物流亦考虑将一些资产出售给母公司。若今次交易成事,正好反映物流资产是现今电商大行其道下必需的配套,估值水涨船高,前景值得乐观。
(笔者为证监会持牌人,没持有上述股份)~
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