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耀才(01428.HK):憂慮內地收水 恆指料27,000至28,000點區間波動
阿思達克 04-13 13:39
港府計劃8月上調股票印花稅稅率,耀才證券(01428.HK) 主席葉茂林表示,市場上仍有獲利機會,不會影響投資者的入市意欲,但建議長遠而言香港應降低薪俸稅及利得稅,避免人才及外資撤走。

談及內地科技企業近期被當局嚴加監管,研究部總監植耀輝預期,監管因素屬短暫衝擊,目前股價已有所調整,考慮到中概股不斷回流支持大市發展,認為第二上市股份未來仍有炒作空間。他又估計,今年第三季恆指將出現較大波動,在27,000至28,000點區間升跌勢較急,但相信對比美股市場今年累升一成,港股整體仍跑輸外圍,全年上望29,000點,內地「收水」將為全年最大風險。

公司今年2月斥資1.87億元購入阿里巴巴(09988.HK)近77萬股,葉茂林解釋,騰訊(00700.HK)等科技股及新經濟股已累積一定升幅,因此只看好阿里。他續指,私人名下亦有持股阿里,未來不會以公司名義增持太多。

行政總裁許繹彬表示,去年美股及環球期貨市場交投熱烈,集團相應與香港三大銀行及金管局合作,推出電子直接付款授權(eDDA)24小時資金轉帳服務,截至3月底止客戶數量按年增長約43%至逾48萬個。至於內地發展佈局,葉茂林表示,疫情期間線上交易成發展大趨勢,認為開設實體店作用不大。許繹彬補充,去年度國內客戶量及交易量均增長約3倍,未來傾向投放資源提升客戶體驗。

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