郭家耀: 內房債危機持續 港股短期料受壓
安里資產管理董事總經理郭家耀稱,美股周四(28日)走勢向上,企業業績理想,加上華府公布大規模開支計劃,支持大市向上,三大指數均錄得升幅收市,標普500指數及納指齊創收市新高。美元走勢向下,美國十年期債息回升至1.57厘水平,金價反覆向好,油價先跌後回升。港股預託證券個別發展,預料大市早段缺乏方向。內地股市下跌,滬綜指低開低走,收市下跌1.2%,滬深兩市成交額略為增加。
港股昨日反覆向下,大市全日好淡爭持,收市錄得溫和跌幅,整體成交保持清淡。內房債務危機持續,金融股表現偏軟,預料指數短期仍反覆受壓,維持於25,000至26,000點水平上落。
另永達汽車(03669.HK)公布第三季淨利潤上升31.4%至6.31億元人民幣,綜合收入則跌4%至189.42億元人民幣。期內乘用車銷量為5.12萬輛,按年下跌13.3%。今年首九個月淨利潤上升78.4%至18.02億元人民幣,綜合收入600.67億元,按年上升25.2%。乘用車銷量16.7萬輛,按年上升18.5%。由於晶片供應短缺而導致生產中斷的情況下,市場估計高檔汽車經銷商的利潤持續上升,並預期晶片短缺情況於明年首季才緩和。永達作為國內保時捷銷量最多的經銷商,將能受惠於新款系列推出,並預料寶馬的新車銷售毛利率保持健康水平。另一方面,永達汽車上半年得到許可經營3間新能源汽車店舖,8個新能源汽車陳列室和3個新能源汽車維修中心,並計劃加強與新能源汽車品牌的合作,成為未來業績增長點。
(筆者為證監會持牌人,沒持有上述股份)~
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