You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭家耀:美國上月通脹放緩 港股短期料反覆 內地換車補貼力度大
港灣家族辦公室業務發展總監郭家耀稱,美股週三(12日)個別發展,美國上月通脹放緩,指數一度上升,其後關稅消息對市場氣氛有影響,三大指數收市升跌不一。美元走勢向好,美國十年期債息回升至4.31釐水平,金價及油價表現向上。港股預託證券變動不大,預料大市早段缺乏方向。 內地股市昨日下跌、滬綜指反覆低收,收市下跌0.2%,滬深兩市成交額略爲增加。 港股表現回落,市場憂慮環球關稅措施影響經濟表現,大市早段一度跌幅擴大,尾市跌幅稍爲收窄,整體成交亦有所減少。大市氣氛受外圍影響,短期將反覆波動,指數維持在23,000至24,000點水平上落。 另中國乘聯分會公佈2月全國乘用車市場零售138.6萬輛,按年增長26%,按月下降22.8%;今年首兩個月累計零售317.9萬輛,按年增長1.2%。新能源乘用車方面,2月份零售68.6萬輛,按年增長79.7%,按月下降7.8%;今年首兩個月,累計零售143萬輛,增長35.5%。新能源車國內零售滲透率49.5%,按年提升15個百分點。2月份新能源乘用車批發銷量達到83萬輛,按年增長79.6%,按月下降6.7%。廠商新能源月度批發銷量突破萬輛的廠商達到15間,按年增加5間,按月增加1家;其中,比亞迪(01211.HK)批發銷量達到31.82萬輛、吉利汽車(00175.HK)達到9.84萬輛,特斯拉中國約3.07萬輛。首兩個月新能源乘用車累計批發171.9萬輛,增長48%。2月份新能源乘用車廠商出口11.8萬輛,按年增長27.8%,按月下降15.2%;首兩個月累計出口25.7萬輛,增長28.8%。 乘聯分會表示,3月份共有21個工作日,由於春節假期後的各行各業快速轉入正常運作,因此3月的按月產銷增長將較爲迅猛。乘聯分會指出,今年汽車行業政策補貼和優惠力度再創新高,成爲撬動整體汽車市場繁榮、加快新能源消費過渡到大衆普及階段的關鍵因素。報廢政策擴圍,預計今年報廢更新可達500萬輛,報廢補貼金額約900億元人民幣(下同),而各地的置換政策穩定有力度,預計可置換1,000萬輛,近1,300億元。同時,今年的新能源車產銷預計1,600萬輛左右,帶來2萬多億元的銷售額。相對於5萬億的汽車銷售額,4,000億元補貼的力度甚強,對內地車市發展有強力支持。 (筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account