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郭家耀: 「富人税」疫情夹击美股挫 李宁(02331.HK)受惠消费升级
阿思达克 04-23 09:35
正荣金融业务部副总裁郭家耀称,美股周四(22日)大幅向下,美国总统拜登打算增加富人税收,加上环球疫情再现反覆,不利大市气氛,三大指数均录得跌幅收市。美元走势靠稳,美国十年期债息回落至1.54厘水平,金价及油价表现反覆。港股预托证券走势靠稳,预料大市早段缺乏方向。内地股市个别发展,沪综指先升後回,收市下跌0.2%,沪深两市成交额进一步缩减。

港股表现回暖,外围走势带动大市反弹,但市场集资活动频繁,影响上升动力,指数在窄幅徘徊,成交保持清淡。市场继续观望海外疫情发展,以及首季企业业绩表现,预料指数短期继续於28,000至29,000点水平上落。

另李宁(02331.HK)公布首季整个平台的零售流水按年录得80%至90%高段增长。就渠道而言,线下渠道包括零售及批发录得80%至90%低段增长,其中零售渠道录得90%至100%低段增长及批发渠道录得80%至90%低段增长;电子商务虚拟店铺业务录得约100%增长。截至3月底,於中国的李宁销售点数量,共计5,784个,今年至今净减少128个。而李宁YOUNG销售点数量共计1,015个,今年至今净减少6个。

撇除去年疫情因素,与2019年首季相比,李宁首季总零售销售录得逾50%增长,而零售、批发及电商渠道分别增长近30%、40%及120%。早前新疆棉事件,加上新签代言人令流量增加,集团首季自然增长强劲,预料趋势可持续。李宁目前产品的零售折扣已回复至疫情前的正常水平,并成功推出中高端价格区间的产品,显示公司受惠中国消费升级和运动休闲潮流趋势,前景值得乐观。

(笔者为证监会持牌人,没持有上述股份)~

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