郭家耀: 美团(03690.HK)「抽水」短期压抑港股气氛
正荣金融业务部副总裁郭家耀称,美股周一(19日)反覆回落,大市连日创新高後有获利回吐,三大指数均录得跌幅收市。美元走势偏软,美国十年期债息回升至1.60厘水平,金价反覆向下,油价表现靠稳。港股预托证券普遍向下,预料大市早段跟随低开。
内地股市走势向好,沪综指先跌後反弹,收市上升1.5%,沪深两市成交额明显增加。
港股周一好淡争持,指数重上29,000点水平,大市成交略有增加。美团(03690.HK)收市後公布巨额集资计划,对大市短线气氛或有影响,指数近日受制29,000点上方阻力,预计短期仍未有突破,下方支持在28,000点水平。
另内地媒体报道字节跳动已向港交所(00388.HK)提交承销商聘用函,将於本季递交上市申请。早前字节跳动已获小米(01810.HK)前执行董事周受资加盟,担任首席财务官,被外界视为上市做准备。字节跳动去年11月完成新一轮融资,由红杉资本及美国私募基金KKR领投,估值达1,800亿美元,其後有报道指字节跳动在二级市场的股权交易显示,估值已达2,500亿美元。由於抖音为内地短视频行业的领头羊,市场对其兴趣十分大,预料届时招股反应相当热烈。另一方面,在稀缺性减少下,快手(01024.HK)估值将难免受压,後续需靠自身业务表现带动股价,短线走势仍然波动。
(笔者为证监会持牌人,没持有上述股份)~
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