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郭家耀: 料恒指数将进一步整固 於30,200至31,000点水平徘徊
阿思达克 02-19 10:24
正荣金融业务部副总裁郭家耀表示,美股周四表现向下,经济数据表现未如预期,加上企业业绩表现向下,投资者纷纷获利回吐,拖累三大指数表现偏软,尾市跌幅收窄。美元走势回落,金价表现乏力,油价先升後跌,美国十年期债息回升至1.29厘水平。港股预托证券普遍偏软,预料大市早段跟随外围低开。内地股市个别发展,沪综指高开後升幅收窄,收市上升0.5%,沪深两市成交额显着增加。港股表现回落,市场忧虑通胀预期升温,加上内地股市复市後表现未如理想,恒指一度回吐超过500点,失手31,000点水平,大市成交大幅增加。外围出现调整势头,加上获利盘涌现,预料指数将进一步整固,於30,200至31,000点水平徘徊。

行业消息

国家邮政局邮政业安全监管信息系统实时监测数据显示,截至2月7日,2021年中国第100亿件快件诞生,成绩的达成仅用38天,而达到这一数量,2019年用79天,2020年因受疫情影响用80天,快递百亿业务量所用时间的再次刷新纪录。数据显示,仅从1月20日「网上年货节」启动以来,全国网络零售额已超过5,100亿元人民币,全国快递业务量同比平均增长三成以上。为保广大用户能够顺利收到年货,邮政EMS、顺丰、京东物流、中通、圆通、申通、韵达、百世、德邦和极兔等品牌快递企业春节不打烊。数据显示,2月11日至15日,全国邮政快递业累计揽收和投递快递包裹3.65亿件,同比增长224%。各电商平台的「网上年货节」拉动年初两个月的消费,加上「就地过年」的号召,很多无法回乡过年的消费者,选择给家人网购或者邮寄年货,从塑封包装食品到海鲜,还有手机等电子产品,令食品、服装、日用品成为快递包裹的主流。京东(9618)计划分拆京东物流於主板上市,在行业火热的情况下,预期届时招股反应将会相当热烈。

(笔者为证监会持牌人仕,本人没持有上述股份)

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