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耀才(01428.HK):忧虑内地收水 恒指料27,000至28,000点区间波动
阿思达克 04-13 13:39
港府计划8月上调股票印花税税率,耀才证券(01428.HK) 主席叶茂林表示,市场上仍有获利机会,不会影响投资者的入市意欲,但建议长远而言香港应降低薪俸税及利得税,避免人才及外资撤走。

谈及内地科技企业近期被当局严加监管,研究部总监植耀辉预期,监管因素属短暂冲击,目前股价已有所调整,考虑到中概股不断回流支持大市发展,认为第二上市股份未来仍有炒作空间。他又估计,今年第三季恒指将出现较大波动,在27,000至28,000点区间升跌势较急,但相信对比美股市场今年累升一成,港股整体仍跑输外围,全年上望29,000点,内地「收水」将为全年最大风险。

公司今年2月斥资1.87亿元购入阿里巴巴(09988.HK)近77万股,叶茂林解释,腾讯(00700.HK)等科技股及新经济股已累积一定升幅,因此只看好阿里。他续指,私人名下亦有持股阿里,未来不会以公司名义增持太多。

行政总裁许绎彬表示,去年美股及环球期货市场交投热烈,集团相应与香港三大银行及金管局合作,推出电子直接付款授权(eDDA)24小时资金转帐服务,截至3月底止客户数量按年增长约43%至逾48万个。至於内地发展布局,叶茂林表示,疫情期间线上交易成发展大趋势,认为开设实体店作用不大。许绎彬补充,去年度国内客户量及交易量均增长约3倍,未来倾向投放资源提升客户体验。

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