郭家耀: 憂滯脹風險美股個別發展 領展(00823.HK)購內地物流資產增亮點
安里資產管理董事總經理郭家耀稱,美股周一(16日)個別發展,市場繼續憂慮滯脹風險,科技股表現向下,標普500指數及納指收市錄得跌幅,道指則先跌後回升。美元走勢回落,金價及油價先跌後回升, 美國十年期債息回落至2.88厘水平。港股預託證券大致向好,預料大市早段溫和高開。
內地股市昨日下跌,多項經濟數據表現遜預期,滬綜指高開低走,收市下跌0.3%,滬深兩市成交額繼續低迷。
港股表現好淡爭持,指數一度重上20,000點水平,其後受內地股市影響,升幅有所收窄,整體成交繼續清淡。外圍走勢波動,未有對大市帶來太大幫助,投資者繼續關注內地政策消息,以及科網股季度業績表現,預料指數短線有望維持於19,500至20,500點水平上落。
另領展(00823.HK)日前公布以9.47億元人民幣收購3個位於浙江省嘉興市和江蘇省常熟市的現代化物流物業組合的全部權益,可出租總面積為18.86萬平方米;其中,嘉興和常熟南的物流資產已投入營運,並已全部出租予內地領先第三方物流商、電子商貿及製造業公司。而常熟北的資產則於最後建設階段,預計將於本月落成,目前預租進度良好。收購優質物流資產組合,有助領展在內地主要物流樞紐拓展版圖,為集團帶來理想回報。領展積極尋找新增長點,增加可分派收入,持續為股東增值。
(筆者為證監會持牌人,沒持有上述股份)~
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