郭家耀: 港股失守多条移动平均线 短期料续上落格局
正荣金融业务部副总裁郭家耀称,美股周一(12日)回软,投资者观望企业首季业绩表现,三大指数历史高位回落。美元走势偏软,美国十年期债息维持於1.67厘水平,金价表现持续疲弱,油价反覆向好。港股预托证券大致向好,预料大市早段跟随高开。
内地股市继续向下,沪综指低开低走,收市下跌1.1%,沪深两市成交额亦有所增加。
港股表现跟随内地股市向下,指数失守多条移动平均线水平,成交亦略为增加。市场忧虑内地互联网行业监管加强,加上传统类股份普遍出现回调,均不利大市表现,预料指数暂未摆脱上落局面,继续於28,000至29,000点水平徘徊。
世纪联合(01959.HK)公布与广州万城万充签订战略合作框架协议,共同於粤港澳大湾区在新能源车充电网络建设及运营领域展开合作,其中包括於未来五年在中山、珠海、佛山、江门、东莞、深圳等大湾区城市建设126个充电站,大型站建设成本每个约50万元人民币(下同),小型站介乎20万至30万元,预计三年左右回本。每年计划兴建20至25个站,冀五年内完成全部充电站建设,集团会以自有资金支付。建设充电站将与新能源汽车销售产生协同作用,例如提供买车送充电优惠,增加对用户的吸引力,亦提升新能源车企合作意愿。
根据合作框架协议,双方亦有意就未来「港车北上」展开合作。公司计划就「港车北上」在珠海提供汽车保险、维修、保养等服务,价格优势可为业务带来需求。新能源汽车发展对传统4S店带来挑战,若4S店积极参与新能源汽车市场发展,将可转化成机遇,行业前景仍然乐观。
(笔者为证监会持牌人,没持有上述股份)~
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