郭家耀:通脹預期升溫美股向下 港股先升後回 百勝中國(09987.HK)股東回報改善
港灣家族辦公室業務發展總監郭家耀稱,美股週二(10日)表現向下,市場對通脹預期升溫,投資者憂慮未來減息空間,拖累大市由高位回落,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回升至4.22釐水平,金價走勢向上,油價表現靠穩。港股預託證券大致偏軟,預料大市早段溫和低開。
內地股市昨日上升,滬綜指高開高走,收市上升0.6%,滬深兩市成交額進一步增加。
港股昨日先升後回,市場憧憬中央加推宏觀刺激措施,大市顯着高開,其後獲利沽盤涌現,拖累大市倒跌收市,整體成交亦進一步增加至2,400億元水平。大市急升後明顯回落,顯示投資者預料政策刺激力度未必太大,紛紛把握高位進行回吐,21,000點水平成爲主要阻力,下方支持在20,000點附近水平。
另百勝中國(09987.HK)公佈已訂立截至2025年上半年總回購金額約3.6億美元的股份回購協議,其中包括美國證券交易法項下約2.9億美元及香港類似計劃項下約5.5億港元。回購協議的期限預期自2025年1月6日起至6月30日,或完成分別約5.5億港元及約2.9億美元購買總額爲止。百勝表示,這些協議是公司股份回購計劃的一個組成部分,也是更廣泛的資本分配計劃的一部分,即從2024年到2026年通過股息和股份回購向股東返還45億美元,其中包括2024年全年的15億美元。百勝積極透過回購及派息回饋股東,增加股東回報的能見度,有助提升公司估值水平。
(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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