郭家耀: 港股升勢過急料整固 安踏(02020.HK)銷售疲弱已反映
安里資產管理董事總經理郭家耀稱,美股周三(20日)個別發展,藍籌股業績表現理想,帶動道指創出歷史新高,標普500指數亦跟隨向上,債息持續上升,利淡科技股走勢,拖累納指逆市向下。美元反覆偏軟,美國十年期債息上升至1.66厘水平,油價及金價表現向好。港股預託證券大致偏軟,預料大市早段溫和低開。內地股市反覆向下,滬綜指低開低走,收市下跌0.1%,滬深兩市成交額略為增加。
港股走勢持續強勁,指數突破26,000點水平,成交亦有所上升。新經濟股繼續領跑大市,不過近日升勢有點過急,短線或須進行整固,預料指數在26,400點水平有阻力,下方支持在25,400點附近。
另安踏體育(02020.HK)公布今年第三季安踏品牌產品的零售金額按年錄得10%至20%低段增長。FILA品牌產品的零售金額按年錄得中單位數升幅。至於所有其他品牌,其第三季零售額按年增長35%至40%。安踏品牌表現大致符合,FILA品牌表現則較預期為低,零售銷售低迷,主要受新冠肺炎疫情、洪水災情、供應鏈中斷和溫暖天氣影響。由於安踏股價已由高位調整超過三成,有關疲弱銷售數據已有所反映,加上今年北方天氣較早轉冷,有利推動換季需求,帶動銷售表現回暖。
(筆者為證監會持牌人仕,本人沒持有上述股份)~
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