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郭家耀: 憧憬內地刺激加碼港股料反覆 招行(03968.HK)人事安排落地利估值修復
阿思達克 05-24 09:26
安里資產管理董事總經理郭家耀稱,美股周一(23日)大幅反彈,市場憧憬美國或削減對華關稅,加上銀行股普遍造好,帶動三大指數均錄得升幅收市。美元走勢回落,美國十年期債息回升至2.86厘水平,金價表現向好,油價走勢亦向上。港股預託證券個別發展,預料大市早段缺乏方向。 內地股市昨日個別發展,滬綜指低開高走,收市上升不足1點,滬深兩市成交額維持清淡。 港股表現回落,指數一度低見20,300點水平,尾市跌幅稍為收窄,大市成交淡靜。投資者觀望內地疫情消息,期待更多刺激政策落實,市場觀望氣氛較濃,預料指數短期維持於20,000至20,800點水平上落。 另招行(03968.HK)早前免去田惠宇的行長和董事職務,並由副行長王良主持招行工作。該行日前宣布聘任王良為招行第四任行長,待銀保監核准起實施。公告指出,王良現為招行執董、常務副行長兼財務負責人、董事會秘書。1995年加入該行,自2001年10月起歷任公司北京分行行長助理、副行長、行長,2012年6月擔當公司總行行長助理兼北京分行行長。其後於2015年1月躍升為招行副行長,2016年11月至2019年4月兼任董事會秘書,2019年4月起兼任公司財務負責人,2021年8月起成為常務副行長兼董事會秘書、公司秘書及香港上市相關事宜之授權代表。 除招行職務外,王良亦為中國支付清算協會副會長、銀保監資料治理層指導協調委員會委員、中國銀行業協會中間業務專業委員會第四屆主任,以及中國金融會計學會第六屆常務理事。今次任命將可消除投資者對招行未來業務策略的憂慮,有助推動該行估值的修復。 (筆者為證監會持牌人,沒持有上述股份)~
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