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郭家耀:觀望中美談判港股料反覆 小米(01810.HK)增長趨勢持續
阿思達克 06-03 08:52
港灣家族辦公室業務發展總監郭家耀稱,美股週一(2日)先跌後回升,中美貿易關係再度緊張,加上美國製造業數據欠佳,拖低大市早段表現,其後白宮表示總統特朗普本週稍後或與國家主席習近平通電,刺激大市由低位回升,三大指數均錄得溫和升幅收市。美元走勢向下,美國十年期債息回升至4.44釐水平,金價繼續向好,油價表現亦向上。港股預託證券大致向好,預料大市早段跟隨高開。 內地股市昨日假期休市,港股表現先跌後回穩,內地製造業PMI優於預期,未有帶動大市表現。 市場關注中美貿易戰發展,大市早段一度跌幅超過600點,其後低位回穩,23,000點關口失而復得。北水暫停下,整體成交明顯減少。投資者觀望中美貿易談判進展,市況傾向個別發展,預料指數繼續於22,800至23,800點水平上落。 另小米集團-W(01810.HK)日前公佈首季業績,期內股東應佔盈利109.24億元人民幣(下同),按年增長1.61倍。期內,經調整淨利潤106.76億元,按年增長64.5%。收入1,112.93億元,按年升47.4%。業務分部來看,「手機×AIoT」分部收入爲927億元,按年增長22.8%,毛利率爲22.8%,按年提升0.5個百分點。智能手機業務收入506億元,增長8.9%,毛利率12.4%。平均銷售單價爲1,211元,創歷史新高,按年增長5.8%。全球智能手機出貨量4,180萬臺,按年增長3%,持續七個季度實現按年增長。IoT與生活消費產品業務收入和毛利率再創歷史新高。收入爲323億元,按年增長58.7%,毛利率達到25.2%,按年提升5.4個百分點。互聯網服務業務收入91億元,增長12.8%。毛利率76.9%,按年提升2.7個百分點。智能電動汽車及AI等創新業務分部收入爲186億元,其中,智能電動汽車收入181億元,該業務分部毛利率爲23.2%,分部經營虧損爲5億元。 第一季度,Xiaomi SU7系列交付新車75,869輛。同時集團將擴充產能,目前Xiaomi SU7系列累計交付量超25.8萬臺。小米第一季業績維持強勁, AIoT和電動車板塊持續帶來驚喜,並推動業績增長。增長趨勢持續強勁,後市展望樂觀。 (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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