You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭家耀: 螞蟻上市觸礁短期拖累科網股 內銀估值仍低
阿思達克 11-04 10:00
正榮金融業務部副總裁郭家耀稱,美股周二(3日)大幅向好,投資者期望美國總統大選有結果後,更多紓困方案即將推出,三大指數均錄得顯著升幅收市。美元走勢回軟,美國十年期債息回升至0.89厘水平,金價表現向好,油價亦顯著反彈。港股預託證券個別發展,預料大市早段溫和低開。

內地股市走勢向好,滬綜指高開高走,收市上升1.4%,滬深兩市成交額繼續清淡。

受外圍走勢帶動,港股持續強勢,指數一度重上25,000點水平,尾市升幅略為收窄,大市成交則略有增加。外圍表現強勢,觀望美國總統大選結果,螞蟻集團(06688.HK)上市觸礁,短期拖累科網股表現,限制大市升幅,預料指數繼續於24,200至25,200點水平上落。

另內銀股已全數公布三季度業績,跟與二季度相比,由於三季度貸款市場報價利率保持不變,淨息差處於穩定狀態,回升3個基點,淨利息收入同比增長10%,按季亦增長8%。費用收入的增長率維持在12%,非利息收入第三季同比增長5%。儘管撥備金在三季度仍增長21%,但遠低於二季度的83%增長,整體撥備水平下調,三季度信貸成本環比下降43點子。大部份內銀的稅後盈利錄得溫和跌幅,平均下降2%,較二季度的21%跌幅顯著收窄。整體內銀盈利回穩,息差進一步受壓可能性不大,撥備水平亦隨宏觀經濟回穩減低,行業估值仍然低企,股價後市有望反彈。

(筆者為證監會持牌人,沒持有上述股份)~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account