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郭家耀: 港股累積升幅較大料整固 TCL電子(01070.HK)前景樂觀
阿思達克 09-13 10:15

正榮金融業務部副總裁郭家耀稱,美股連日造好,歐洲央行減息並再度實施寬化寬鬆,加上美國總統特朗普提出與中方簽訂臨時貿易協議,利好市場氣氛,隔晚(12日)三大指數均錄得升幅收市。美元表現回軟,美國十年期債息回升至1.77厘水平,金價錄得輕微反彈。港股預託證券個別發展,預料大市早段缺乏方向。內地股市表現向好,市場對中美貿易談判前景樂觀,滬綜指收市上升0.7%,滬深兩市成交額在假期前略為減少。

港股高位表現反覆,指數一度在升至近月高位,但其後有獲利回吐,最終錄得溫和跌幅收市,大市成交亦略有減少。外圍氣氛繼續向好,有助市況保持平穩,不過近日大市累積升幅較大,預料指數需要在26,800至27,500點水平整固。

另TCL電子(01070.HK)上半年營業額上升8%至227.24億元,盈利更升138.1%至13.62億元。上半年集團全球電視機整體銷售量再創新高,達1,553萬台,按年增長17.9%;電視機出貨量市佔率達14.3%,穩佔全球前二。受惠於產品結構改善,毛利率按年提升1.1個百分點至16.4%。

集團有效控制成本,費用率維持於12.7%。整體效率提高,海外及互聯網業務快速增長下,導致集團盈利能力大幅提升,前景樂觀。

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