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郭家耀: 觀望美國通脹數據 港股料23,800至25,000上落
阿思達克 02-09 10:41
安里資產管理董事總經理郭家耀稱,美股周二(8日)表現向好,儘管債息持續向上,未有影響大市升勢,金融股及科技股走勢向上,帶動三大指數均錄得理想升幅收市。美元表現向好,美國十年期債息升至1.97厘水平,油價走勢回落,金價反覆向好。港股預託證券普遍向上,預料大市早段跟隨高開。內地股市先跌後回升,市傳國家隊入市支持,滬綜指低開高走,收市上升0.6%,滬深兩市成交額稍為增加。 港股昨日表現受壓,新經濟股及醫藥股跌幅較為顯著,拖低大市表現,金融股走勢向好,令大市跌幅收窄,整體成交保持清淡。市場繼續觀望周中美國最新通脹數據表現,投資者入市態度普遍審慎,預料指數短期維持於23,800至25,000點水平上落。 另美東汽車(01268.HK)主要代理銷售中高端汽車品牌,包括保時捷、寶馬、雷克薩斯、奧迪、豐田等。集團早前公布發CB和配股,作為收購追星汽車的資金。追星汽車為內地汽車經銷商集團,主要經營汽車品牌保時捷。是次收購有助集團完善其現有網絡,並產生協同效應。受惠豪華汽車銷售增長強勁,美東汽車過去五年營業收入複合增長率達33.3%;淨利潤複合增長率更達49.0%,表現相當強勁。美東汽車去年上半年營收按年增長39.8%,歸母淨利潤按年增長78.4%。即使經歷行業供應鏈危機的情況,惟折扣率減少足以抵銷相關負面因素的影響。售後服務需求強勁,持續帶來理想盈利能力,並透過較高新車售價,來舒緩供應量下降的影響。故此,美東去年業績應有不俗表現,可趁調整作中長線吸納。 (筆者為證監會持牌人,沒持有上述股份)~
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