郭家耀:港股急升後有超買跡象 比亞迪(01211.HK)集資支持全球擴張
港灣家族辦公室業務發展總監郭家耀稱,美股週四(6日)走勢向下,市場憂慮關稅措施影響經濟及企業盈利表現,科技股顯着受壓,其後美國總統特朗普暫緩對加拿大及墨西哥部分貨品加徵關稅措施,令大市跌幅收窄,三大指數仍錄得跌幅收市。美元走勢向下,美國十年期債息回升至4.28釐水平,金價及油價表現偏軟。港股預託證券表現向下,預料大市早段跟隨外圍低開。
內地股市昨日上升,滬綜指高開高走,收市上升1.2%,滬深兩市成交額亦明顯增加。
港股表現持續強勁,指數升穿24,000點水平,再創三年高位,大市成交亦明顯增加。市場繼續熱炒AI相關概念股份,帶動大市向上。不過,考慮到近日急升後有超買跡象,指數或稍作整固,在23,500至24,500點水平徘徊。
另比亞迪(01211.HK)日前配售1.298億股H股,相當於現有已發行H股的約11.82%,已發行股份總數的約4.46%,每股定價爲335.20元,較公佈前股價折讓7.8%。今次配售規模較最初計劃的1.18億股增加10%。配售完成後,A股佔比將從62.26%降至59.60%,H股佔比從37.74%升至40.40%。配售所得款項淨額約433.83億元,將用作集團研發投入、海外業務發展、補充營運資金以及一般企業用途。比亞迪表示,配售爲公司進一步提升技術實力、提速出海進程,亦通過吸引若幹高品質機構投資者參與配售,進一步豐富公司股東基礎。比亞迪今年2月份新能源乘用車銷量超過31.8萬部,按年急增1.61倍;2月海外銷售新能源乘用車6.7萬部,大增近1.88倍,創單月新高。比亞迪籌集資金,支持其全球擴張,包括在全球多個地方實現在地化生產,避開中國生產電動車面臨的關稅影響。比亞迪希望在歐洲開設第三間工廠,未來會決定具體地點。比亞迪去年銷量超過427萬部,成爲全球電動車市場銷售冠軍,目標今年銷售量達到500至600萬部。受惠其智能駕駛系統普及化,比亞迪產品競爭力進一步提升,有望維持行業領先地位。
(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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