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郭家耀: 外圍向好港股料試23,500 京東短線料受壓
安里資產管理董事總經理郭家耀稱,美股周一(27日)表現向好,投資者對前景樂觀,大市在假期後繼續上升,三大指數均錄得升幅收市,其中標普500指數再創收市新高。美元表現回穩,油價先跌後回升,金價反覆向上,美國十年期債息回落至1.48厘水平。港股預託證券普遍向上,預料大市早段跟隨外圍高開。內地股市個別發展,滬綜指反覆偏軟,收市下跌0.1%,滬深兩市成交額略為縮減。 港股假期前表現向好,指數企穩23,000點水平,但成交未算配合。外圍表現向上,加上內地政策支持經濟復甦,有利大市氣氛,預料指數可上試23,500點阻力,下方支持在22,800點水平。 另騰訊(00700.HK)公布以實物分派京東集團(09618.HK)股份方式派特別中期股息,每持21股股份將獲發1股京東A類普通股,涉及4.57億股京東股分,相當於京東股本約14.7%。騰訊表示公司投資策略的其中一方面為於投資公司可為其未來計劃自行籌集資金的適當時候退出投資,相信京東集團現已達致此情況,因此認為直接向公司合資格股東轉讓持有的大部分權益適當。實物分派將使股東能有彈性地自行決定參與投資京東集團股份的程度。儘管進行實物分派,公司及京東將繼續保持雙方互利的業務關係,包括通過其持續的戰略合作協議。 鑑於減少於京東集團的投資,騰訊執行董事兼總裁劉熾平已辭任京東董事一職。京東則表示,京東和騰訊將繼續保持互惠共贏的商業合作關係,包括現有的戰略合作協議。對騰訊而言,實物分派可釋放有關戰略投資的價值,股價應有正面反應。相反,由於京東的流通股數大幅增加,加上憂慮往後的合作關係會否像以往緊密,短線股價難免受壓。 (筆者為證監會持牌人,沒持有上述股份)~
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