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郭家耀:離岸人幣急升港股或挑戰兩萬三 中電信(00728.HK)派息吸引
港灣家族辦公室業務發展總監郭家耀稱,美股週一(5日)反覆向下,市場繼續憂慮貿易戰情況,大市低開後跌幅一度擴大,中段曾倒升,但尾市再度回落,三大指數均錄得跌幅收市。美元走勢向下,美國十年期債息回升至4.34釐水平,金價表現向好,油價持續受壓。港股預託證券溫和向好,預料大市早段跟隨高開。 內地股市假期前個別發展,滬綜指高開低走,收市下跌0.2%,滬深兩市成交額溫和增加。 港股上週五(2日)表現向上,指數早段反覆後由跌轉升,高見22,500點水平,尾段維持升幅。港股通交易暫停下,大市成交顯着減少。外圍走勢持續反覆,亞洲區貨幣顯着上升,港元錄得鉅額流入,加上人民幣離岸價升幅顯着,預料資金留向有利大市進一步挑戰23,000點阻力,下方支持在22,000點附近。 另中電信(00728.HK)日前公佈首季業績,盈利88.64億元人民幣(下同),按年增長3.1%,期內經營收入1,355億元,按年持平,其中,服務收入1,247億元,增長0.3%。EBITDA爲367億元,上升4.7%。5G網絡用戶數達到2.7億戶,滲透率提升至62%,手機上網總流量增長14.2%。固網及智慧家庭業務保持良好增長,千兆寬帶用戶滲透率約30%,智慧家庭收入增長11.5%。未來,公司將積極把握新一輪科技革命和產業變革發展趨勢,持續深入實施雲改數轉戰略,以改革開放爲動力,以人才強企爲關鍵,持續推動科技創新和產業創新深度融合,進一步強化優質高效的數字化、智能化產品和服務供給,加速人工智能應用賦能經濟社會發展,不斷增強核心功能、提升核心競爭力。中電信整體業績穩健,新興業務增長可期,派息水平亦有吸引力,前景樂觀。 (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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