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郭家耀:納指再創新高港股疲 小米(01810.HK)前景續樂觀
阿思達克 12-17 09:25
港灣家族辦公室業務發展總監郭家耀稱,美股週一(16日)個別發展,科技股表現突出,納指再創新高,三大指數收市升跌不一。美元反覆偏軟,美國十年期債息上升至4.4釐水平,金價及油價走勢向下。港股預託證券普遍下跌,預料大市早段跟隨低開。 內地股市昨日下跌,滬綜指高開低走,收市下跌0.2%,滬深兩市成交額亦有所減少。 港股走勢向下,內地最新經濟數據低於預期,市場憂慮宏觀經濟復甦表現乏力,大市反覆向下,整體成交亦保持清淡。投資者表現謹慎,資金流入中特估板塊作防守,預料大市短期向上乏力,指數或下試19,500點支持,上方阻力在20,500點附近。 另小米集團-W(01810.HK)旗下小米汽車宣佈,將推出第二款車型「小米YU7」,預計2025年6至7月正式上市。小米創始人、董事長雷軍表示,希望YU7測試車可以儘早拆除重僞裝,有助公司做更全面、更細緻的長時間大規模測試,以確保產品質量,並做出更好產品。根據工信部資訊,YU7車身的長、寬及高,分別爲4.999米、1.996米及1.6米,軸距達3米,最高速度每小時達253公里,據報對標YU7對標特斯拉的Model Y。市場估計YU7售價會較SU7高約10%至15%,介乎25萬至33萬元人民幣。投行亦看好小米在電動車發展,自SU7今年登場以來,月均零售量與特斯拉Model 3看齊,認爲YU7有潛力成爲中國最暢銷的高端新能源SUV之一。 事實上,小米首款車型SU7於今年3月發佈,目前包括SU7、SU7 Pro、SU7 Max和SU7 Ultra等多個型號。該系列電動車交付已超過10萬輛,提前完成目標,最新目標上調至全年交付13萬輛。市場對小米的執行及推廣能力深深認同,帶動小米今年股價大幅跑贏大市,前景亦繼續樂觀。 (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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