郭家耀: 科網回暖港股料上試26,800 比亞迪(01211.HK)傳向Tesla供應「刀片電池」利好
正榮金融業務部副總裁郭家耀稱,美股周一(9日)個別發展,大市由歷史高位回落,道指及標普500指數錄得溫和跌幅收市,科技股逆市向好,納指輕微向上。美元反覆向好,美國十年期債息維持於1.32厘水平,金價顯著向下,油價亦大幅下跌。港股預託證券大致向好,預料大市早段跟隨高開。內地股市向上,滬綜指低開高走,收市上升1%,滬深兩市成交額維持過萬億元人民幣水平。
港股昨日先低後高,指數在26,000點水平爭持,科網股表現回暖有助指數表現。大市整體氣氛改善,預料指數有望上試26,800點水平,下方支持在25,800點附近。
另比亞迪(01211.HK)公布7月份銷售數據,銷量為5.7萬輛,按年上升82.9%,其中新能源汽車佔5.05萬輛,勁升2.3倍;燃油汽車銷量為6,918輛,下降57.5%。今年首七個月累計,比亞迪銷售量達到30.4萬輛,按年增加60%。其中新能源車銷量約20.5萬輛,大增1.7倍;燃油汽車銷量減少13.3%至9.9萬輛。
內媒報道,比亞迪明年第二季將向美國電動車生產商特斯拉(TSLA.US)供應「刀片電池」,目前配有「刀片電池」的特斯拉車型已進入測試階段。若比亞迪能進一步增加對其他車廠的電池供應,對公司的業績及估值將有相當正面作用。
(筆者為證監會持牌人,沒持有上述股份)~
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