郭家耀: 加息內地疫情夾擊 港股料考驗20,000關
安里資產管理董事總經理郭家耀稱,美股上周五(22日)顯著下挫,加息預期繼續升溫,拖累大市估值下調,道指一度急挫超過千點,三大指數均錄得顯著跌幅收市。美元走勢向好,美國十年期債息維持於2.90厘水平,金價表現向下,油價亦跟隨下挫。港股預託證券普遍下滑,預料大市早段跟隨外圍低開。
內地股市上周五低開高走,滬綜指收市上升0.2%,滬深兩市成交額亦略為增加。
港股繼續反覆向下,指數一度低見20,100點水平,其後有技術反彈,收市仍錄得輕微跌幅,大市成交保持清淡。外圍走勢繼續受加息因素困擾,內地疫情未有改善,加上企業首季業績難望理想,整體市況短期仍然受壓,指數將繼續考驗20,000點關口,上方阻力在21,000點水平。
另李寧(02331.HK)公布今年首季整體平台同店銷售按年錄得20%至30%的低段增長,當中,零售渠道與批發渠道分別錄得20%至30%中段增長及10%至20%的低段增長,電子商務虛擬店舖業務按年升幅為30%至40%的中段增長。李寧表示今年首季整體平台的零售流水按年錄得20%至30%的高段增長,線下渠道則有20%至30%中段增長,當中零售及批發渠道分別達到30%至40%中段增長及20%至30%低段增長。
截至3月底,李寧在內地共有5,872個銷售點,淨減少63個。集團表示內地疫情爆發前業務表現良好,較去年下半年為佳,但3月疫情在多地爆發後,集團銷售由高段增長急速下降到10%至20%中高段增長。考慮到疫情仍有一段時間才受控,影響銷售表現,加上成本上漲壓力,預料股價短線難有太大表現。
(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.