郭家耀:憧憬中經會更多具體政策落實 港股有望挑戰21,500阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週一(9日)表現向下,大市連升多日後由高位回落,三大指數均錄得跌幅收市。美元反覆靠穩,美國十年期債息回升至4.19釐水平,金價表現向好,油價走勢亦受地緣政局消息支持。港股預託證券普遍上升,預料大市早段跟隨大幅高開。
內地股市昨日靠穩,滬綜指高開低走,收市微跌1點,滬深兩市成交額亦略爲縮減。
港股走勢顯着回升,大市低開後反覆向上,中央政治局會議表示將積極實施財政政策及適度放寬貨幣政策,穩住樓市及股市表現,刺激大市掉頭向上,重上20,000點水平,整體成交亦急增至2,000億元以上。市場憧憬中央經濟工作會議將有更多具體政策落實,指數有望進一步挑戰21,500點阻力,下方支持在20,500點水平。
另貝殼-W(02423.HK)(BEKE.US)早前公佈第三季經調整淨利潤17.85億元人民幣(下同),下跌16.8%。期內淨收入225.85億元,上升26.8%,主要由於新盤收入及家裝家居、房屋租賃業務擴張。存量房業務淨收入較去年同期輕微下滑,存量房總交易額則增加8.8%至4,778億元。新房業務的淨收入上升30.9%至77億元。家裝家居的淨收入增長32.6%至42億元,主要由於獲客及轉化的協同效應帶動訂單增加及新零售的貢獻增大,。房屋租賃服務的淨收入增長118.4%至39億元,主要由於省心租模式下的租賃房源數目增加。整體毛利率按年下跌4.7個百分點至22.7%,由於固定薪酬成本佔存量房業務的淨收入的比例提高,令相關業務利潤率貢獻下降。公司表示內地推出政策已初見成效,10月成交量明顯反彈。預料在政策推動下,貝殼業績有望持續復甦。
(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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