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郭家耀: 债息回落外围趋稳 港股料29,000至30,000上落
阿思达克 03-02 10:16
正荣金融业务部副总裁郭家耀称,美股周一(1日)急升,美国十年期债息由高位回落,加上新纾困方案获得众议院通过,带动三大指数高开高走,并录得显着升幅收市,科技股走势尤为突出。美元走势转强,美国十年期债息回落至1.42厘水平,金价及油价表现向下。港股预托证券大致向好,预料大市早段跟随高开。

内地股市反弹,沪综指高开高走,收市上升1.2%,以接近全日高位收市,沪深两市成交额进一步缩减。

港股跟随外围反弹,指数重上29,000点水平,成交则有所减少。外围走势趋稳定,市场继续关注债息变化,预料指数短期可维持於29,000至30,000点水平上落。

另哔哩哔哩(BILI.US)据报即将回归香港第二上市,公司日前发布去年第四季业绩,营收达38.4亿元人民币(下同),较上年同期增长91%。非通用会计准则计算的话,哔哩哔哩第四季调整後净亏损为6.819亿元,较上年同期净亏损3.36亿元有所扩大。第四季B站月均活跃用户按年增长55%,达2.02亿;其中移动端月均活跃用户按年增长61%,达1.87亿。本季度月均付费用户达到1,790万,按年高速增长103%。整体付费率也创下新高,从2019年同期的6.8%上升至本季度的8.9%。毛利率亦实现连续七个季度增长,达24.6%。整体业绩表现亮丽,宜密切留意在港上市时间表。

(笔者为证监会持牌人仕,本人没持有上述股份)~

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