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郭家耀:個別板塊熱炒港股料再戰24,000關 同程(00780.HK)佈局AI領域
阿思達克 06-05 09:06
港灣家族辦公室業務發展總監郭家耀稱,美股週三個別發展,科技股表現向好,帶動標普500指數及納指走勢向上,三大指數收市升跌不一。美元表現向下,美國十年期債息回落至4.35厘水平,金價高位上落,油價走勢平穩。港股預託證券大致向好,預料大市早段跟隨高開。 內地股市昨日造好,滬綜指高開高走,收市上升0.4%,滬深兩市成交額保持萬億元人民幣水平。 港股表現向上,指數低開後很快便掉頭向上,高見23,700點水平,尾市升幅略為回順,整體成交保持活躍。市場氣氛繼續向好,個別主題板塊熱炒,大市有望再度挑戰24,000點阻力,下方支持在23,000點水平。 另同程旅行(00780.HK)首季營業額43.77億元人民幣(下同),上升13.2%。經調整EBITDA增41.3%至11.59億元,經調整EBITDA利潤率增5.3個百分點至26.5%。經調整溢利淨額增加41.1%至7.88億元,經調整淨利潤率增加3.6個百分點至18%。集團首季平均月付費用戶按年增加9.2%至4,650萬人,創歷史新高。截至3月底,年付費用戶增長7.8%至2.47億人,12個月累計服務人次增長7.3%至19.6億。首季核心線上旅遊平台業務收入增加18.4%至37.92億元。運輸票務服務收入增加15.2%至20億,國際機票銷售量增長率超過40%。住宿預訂服務收入增加23.3%至11.9億元,國際酒店間夜量增長率超過50%。其他收入增加20%至6.03億元。中國旅遊業增長前景樂觀,同程旅行將繼續深耕大眾旅遊市場,並積極佈局人工智慧領域,同時尋求戰略性投資機會,以推動增長。 (筆者為證監會持牌人,本人及相關人士沒持有上述股份)~
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