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郭家耀:憧憬中美關係好轉 港股有望上試20,500阻力 安踏(02020.HK)呈低吸機會
港灣家族辦公室業務發展總監郭家耀稱,美股週一(20日)假期休市,恆指夜期大幅高水,預料大市早段跟隨高開。美元走勢偏軟,美國十年期債息維持於4.62釐水平,油價及金價走勢向下。 內地股市昨日造好,滬綜指高開低走,收市上升0.1%,滬深兩市成交額亦略爲增加。 港股連日向好,中美元首通話,投資者憧憬中美關係有好轉跡象,利好市場氣氛。外圍通脹數據低於預期,令年內進一步減息機會增加,亦有助大市表現。恆指連升五日,指數一度重上二萬點關口,整體成交表現活躍。市場風險胃納上升,資金由防守板塊流出,流入權重的科技股,有利後市表現,指數有望上試20,500點阻力,下方支持在19,600點水平。 安踏體育(02020.HK)去年全年安踏品牌產品零售金額按年錄高單位數正增長。期內,FILA品牌產品的零售金額出現中單位數的正增長;所有其他品牌產品的零售金額錄得40%至45%的正增長。單計去年第四季度,安踏品牌產品的零售金額按年出現高單位數的正增長。FILA品牌產品的零售金額錄得高單位數的正增長;所有其他品牌產品的零售金額出現50%至55%的正增長。安踏的多品牌策略定位清晰,能夠迎合不同的消費羣,將支持公司表現持續優於同業。股價近日跟隨大市回落,或有趁低吸納機會。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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