郭家耀:特朗普促續減息美股造好 紫金(02899.HK)發盈喜前景樂觀
港灣家族辦公室業務發展總監郭家耀稱,美股週四(23日)繼續向好,美國總統特朗普要求聯儲局繼續減息,並敦促石油輸出國組織降低油價,利好大市氣氛,三大指數均錄得升幅,並以全日高位收市。美元走勢偏軟,美國十年期債息回升至4.64釐水平,金價及油價表現向下。港股預託證券普遍靠穩,預料大市早段溫和高開。
內地股市昨日上升,中證監引導中長期資金入市,提振大市氣氛,滬綜指高開低走,收市上升0.5%,滬深兩市成交額亦有所增加。
港股走勢反覆偏軟,指數一度重上二萬點水平,其後高位有獲利回吐,收市錄得溫和跌幅,整體成交保持活躍。長假期臨近,市場氣氛轉爲謹慎,並觀望更多地緣政局及政策消息,預料指數繼續於19,500至20,200點水平上落。
另紫金礦業(02899.HK)日前發盈喜,預計2024年度股東利潤約320億元人民幣,較上年度增長51.5%,扣除非經常性損益的淨利潤約314億元人民幣,按年增長45.3%。主要因爲主營金屬礦產品量價齊升,成本上升勢頭得到有效遏制,境外權屬企業運營能力提升,盈利能力增強。2024年度,公司礦產銅107萬噸,2023年度爲101萬噸;礦產金73噸,2023年度爲68噸;礦產鋅45萬噸,2023年度爲47萬噸;礦產銀436噸,2023年度爲412噸。公司計劃2025年度產量,礦產金85噸,礦產銅115萬噸,礦產銀450噸。公司的資源儲備大幅提升,銅、金、鋅、鋰資源量位居全球礦企前列,主要礦產品產量大幅增長,未來有望成爲全球最主要的礦業公司之一,前景展望樂觀。
(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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