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郭家耀:港股短期或再考驗20,000點支持
阿思達克 04-13 09:40
安里資產管理董事總經理郭家耀稱,美股週三先升後回跌,美國3月份通脹數據低於預期,帶動道指早段一度升幅超過200點,其後聯儲局會議紀錄顯示,官員預測今年中後美國經濟有機會出現衰退,市場憂慮企業盈利表現,三大指數均錄得跌幅收市。美元走勢回落,美國十年期債息下跌至3.4厘水平,金價及油價表現向好。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。內地股市昨日個別發展,滬綜指高開高走,收市上升0.4%,滬深兩市成交額略為增加。港股高位出現回吐,指數失守50天線水平,投資者憂慮大股東減持消息,加上北水出現淨流出,不利大市表現。指數短期或再考驗20,000點支持,上方阻力在20,800點附近。 行業消息 福壽園(01448.HK)為內地殯葬綜合服務商,近年積極拓展數字化生命服務領域,通過科技賦能推動生命服務的轉型,把業務升級為生命服務綜合運營商。集團去年收益21.72億元人民幣,按年減少6.6%,淨利潤8.11億元,按年減少8.9%。集團主要有三大業務,包括墓園服務、殯儀服務及其他服務。墓園服務收入佔比最大,由於受疫情影響,墓穴服務的市場需求受到抑制,墓穴銷售服務收益按年減少6.7%,其中銷售數量按年減少12.4%,平均銷售單價增長6.4%。殯儀服務收益按年增8.3%,隨著疫情管控放寬,殯儀服務收入將有上升空間。近年國家不斷加大對殯葬行業的支持力度,《「十四五」民政事業發展規劃》進一步完善殯葬公共服務體系,規範和加強殯葬服務管理,促進行業市場化發展。展望行業將明顯復甦,集團在行內龍頭地位鞏固,前景樂觀。 (筆者為證監會持牌人仕,本人及相關人士沒持有上述股份)~
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