You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭家耀: 新經濟股受制加息預期 光伏行業迎電力成本上漲
阿思達克 04-11 09:26
安里資產管理董事總經理郭家耀稱,美股上周五(8日)個別發展,市場繼續憂慮聯儲局加息步伐加快,科技股表現向下,標普500指數及納指錄得跌幅收市,債息上升利好金融股表現,道指收市走勢向好。美元持續向上,美國十年期債息升至2.70厘水平,金價繼續向上,油價低位反彈。港股預託證券普遍偏軟,預料大市早段跟隨低開。 內地股市上周五個別發展,滬綜指低開高走,收市上升0.4%,滬深兩市成交額略為增加。 港股近日好淡爭持,指數繼續於22,000點水平以下波動,大市成交保持清淡。新經濟股受加息因素影響,走勢普遍偏軟,金融股及資源股向好,支撐大市表現。預料短期市況傾向個別發展,指數繼續於21,500至22,500點水平徘徊。 另光伏龍頭企業隆基股份(601012.SH)公布,收到雲南省發改委函告表示,取消公司在雲南省享有的優惠電價政策和措施,自2021年9月1日起,公司全部用電價格通過電力市場化交易方式形成,直接與電網企業結算。隆基股份表示,公司在雲南已投產的切片產能佔公司總產能的比例約為54%,前述事項將會在一定程度上增加雲南省內投資企業的生產成本,電費佔矽片全工序加工成本比例為15%左右,對公司利潤會產生一定不利影響。位於雲南省的保山隆基、楚雄隆基等矽棒、矽片子公司是隆基股份的重要利潤來源。從產業版圖來看,雲南省是其投資重地,在雲南省投資建設單晶矽棒矽片、高效電池組件、特色農業光伏電站產業鏈,帶動千億級單晶光伏產業集群和雲南省給予相關優惠政策支持達成合作戰略合作意向。電價上調無可避免影響生產成本,光伏行業利潤或會受壓。 (筆者為證監會持牌人,沒持有上述股份)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account