郭家耀: 市場氣氛謹慎 料恆指繼續徘徊25,000至26,000
正榮金融業務部副總裁郭家耀稱,美股週三反覆向下,聯儲局7月份議息會議紀錄顯示,官員考慮今年開始減少買債規模,消息不利大市表現,三大指數均錄得顯著跌幅收市。美元走勢向好,美國十年期債息維持於1.26厘水平,金價溫和向好,油價繼續下滑。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市反覆向好,金融股上升帶動指數向上,滬綜指低開高走,收市上升1.1%,滬深兩市成交額繼續過萬億元水平。港股昨日反覆高收,指數一度重上26,000點水平,但其後升幅收窄,收市錄得溫和升幅,大市成交繼續清淡。市場氣氛保持謹慎,外圍走勢亦有轉弱跡象,預料指數繼續於25,000至26,000點水平徘徊。
行業消息
閱文(00772.HK)公布上半年業績,期內收入增長33%至43.4億元人民幣,非國際財務報告準則純利亦增長近30倍至6.65億元人民幣。管理層預期未來IP營運收入貢獻將進一步提升,成為中國頂尖的文化產業集團。上半年在線業務的月活躍用戶為2.327億,按年基本持平,較去年底則增長3.7%。今年上半年月活躍用戶回升到去年高點的水平,這受益於優質內容的持續孵化、社區運營與推薦效率的不斷提升、以及免費閱讀業務的積極進展。免費閱讀可為集團帶來更多用戶,目前業務重點仍是擴大用戶規模,已與騰訊生態加強合作,加快相關內容在騰訊各平台的鋪設。受監管消息困擾,整個新經濟板塊承受強大沽壓,閱文繼續強化IP平台策略,前景仍值得樂觀。
(筆者為證監會持牌人仕,沒持有上述股份)~
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