郭家耀: 港股短期反彈料有限 小米(01810.HK)海外業務迅速增長
正榮金融業務部副總裁郭家耀稱,美股周二(20日)顯著反彈,市場對經濟前景憂慮暫時舒緩,資金重投股市,三大指數均錄得超過1%升幅收市。美元走勢向好,美國十年期債息回升至1.20厘水平,金價反覆偏軟,油價低位反彈。港股預託證券大致靠穩,預料大市早段跟隨外圍高開。內地股市連日下跌,滬綜指低開高走,收市下跌0.1%,滬深兩市成交額顯著減少。
港股昨日走勢繼續向下,指數一度失守250天牛熊分界線,尾市跌幅收窄,成交繼續清淡。外圍表現回暖,有助市場氣氛,但投資者繼續憂慮科技股監管消息,以及個別企業債務危機,預料短期反彈空間有限,指數繼續於27,000至28,000點水平上落。
另市場研究機構Canalys日前發表報告表示,隨著疫苗在世界各地推出,各國經濟新常態開始形成,2021年第二季全球智能手機出貨量增長12%。報告顯示,三星是第二季度中領先的智能手機供應商,佔總出貨量的19%。小米(01810.HK)有史以來首次位居第二,市場佔有率達到17%。蘋果公司(AAPL.US)以14%的份額位居第三,而Vivo和Oppo保持強勁增長的勢頭,躋身前五名。Canalys表示小米的海外業務正在迅速增長。小米在拉丁美洲、非洲和西歐的出貨量分別增長300%以上、150%和50%,顯示公司採取渠道合作夥伴整合措施有效。
不過,小米目前很大程度上仍然偏向大眾市場,與三星和蘋果公司相比,其平均售價分別低約40%和75%。未來進軍高端市場,將是小米下一步重要發展。
(筆者為證監會持牌人,沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.