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郭家耀: 美加息預期降溫港股料拉鋸 聯想集團(0992.HK)付運強勁
阿思達克 05-10 09:27
正榮金融業務部副總裁郭家耀稱,美股上周五(7日)走勢向上,美國上月非農業職位數字遠遜預期,市場對加息預期顯著降溫,刺激三大指數收市上升,其中標普500指數及道指再創歷史新高,科技股走勢強勁,納指錄得超過1%升幅。美元走勢偏軟,美國十年期債息維持於1.57厘水平,金價及油價表現向好。港股預託證券大致向上,預料大市早段跟隨高開。

內地股市上周五先升後跌,滬綜指高開低走,收市下跌0.6%,滬深兩市成交額進一步增加。

港股走勢反覆,指數上周五早段一度收復多條移動平均線水平,其後受A股影響,反覆倒跌收市,成交額仍保持清淡。美國加息預期降溫,應有利科技股反彈,市場繼續觀望企業首季業績表現及監管政策消息,預料指數繼續於28,000至29,000點水平上落。

另研究機構Canalys發表報告,表示今年首季全球PC及平板出貨量按年上升53.1%至1.22億台,其中Chromebook及平板電腦表現強勁,出貨量分別按年上升274.6%及51.8%至約1,200萬台及3,970萬台。

計及PC及平板,首季聯想集團(0992.HK)出貨量達2,404.4萬台,按年增長66.5%,排全球首位。蘋果(AAPL.US)出貨量則按年上升65.6%至2,206.1萬台,排名第二,HP(HPQ.US)出貨量則為1,925.5萬台,排全球第三。若只計算平板電腦,首季蘋果出貨量則排全球第一,按年增長50.3%至1,518.7萬台,三星出貨亦上升59.9%至800萬台,排全球第二。聯想集團出貨表現持續強勁,公司亦銳意增加服務預訂收入水平,帶動盈利能見度及毛利率水平,有助估值提升。

(筆者為證監會持牌人,沒持有上述股份)~

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