郭家耀: 美團(03690.HK)「抽水」短期壓抑港股氣氛
正榮金融業務部副總裁郭家耀稱,美股周一(19日)反覆回落,大市連日創新高後有獲利回吐,三大指數均錄得跌幅收市。美元走勢偏軟,美國十年期債息回升至1.60厘水平,金價反覆向下,油價表現靠穩。港股預託證券普遍向下,預料大市早段跟隨低開。
內地股市走勢向好,滬綜指先跌後反彈,收市上升1.5%,滬深兩市成交額明顯增加。
港股周一好淡爭持,指數重上29,000點水平,大市成交略有增加。美團(03690.HK)收市後公佈巨額集資計劃,對大市短線氣氛或有影響,指數近日受制29,000點上方阻力,預計短期仍未有突破,下方支持在28,000點水平。
另內地媒體報道字節跳動已向港交所(00388.HK)提交承銷商聘用函,將於本季遞交上市申請。早前字節跳動已獲小米(01810.HK)前執行董事周受資加盟,擔任首席財務官,被外界視為上市做準備。字節跳動去年11月完成新一輪融資,由紅杉資本及美國私募基金KKR領投,估值達1,800億美元,其後有報道指字節跳動在二級市場的股權交易顯示,估值已達2,500億美元。由於抖音為內地短視頻行業的領頭羊,市場對其興趣十分大,預料屆時招股反應相當熱烈。另一方面,在稀缺性減少下,快手(01024.HK)估值將難免受壓,後續需靠自身業務表現帶動股價,短線走勢仍然波動。
(筆者為證監會持牌人,沒持有上述股份)~
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