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郭家耀: 市場氣氛改善港股料試24,200 比亞迪(01211.HK)銷量大增
阿思達克 12-08 09:27
安里資產管理董事總經理郭家耀稱,美股周二(7日)繼續反彈,市場對疫情憂慮進一步舒緩,科技股表現向好,帶動三大指數均錄得顯著升幅收市。美元平穩向好,金價及油價表現向上,美國十年期債息回升至1.48厘水平。港股預託證券大致靠穩,預料大市早段跟隨溫和高開。內地股市上升,滬綜指高開後反覆向上,收市上升0.1%,滬深兩市成交額繼續活躍。 港股在新經濟股帶領下大幅反彈,指數逼近24,000點水平收市,大市成交保持活躍。市場氣氛明顯改善,投資者預期內地政策逐步轉向寬鬆,有利後市表現,預料指數有望上試24,200點阻力,下方支持在23,500點附近。 另比亞迪(01211.HK)公布11月份產銷數據,11月產量合計99,753輛,按年增長84.14%。銷量合計98,340輛,按年增長82.30%。其中,新能源汽車產量91,829輛,按年增長242.77%;銷量91,219輛,按年增長241.77%。1至11月,累計產量650,266輛,按年增長75.19%;累計銷量641,019輛,按年增長72.94%。其中,新能源汽車累計產量515,089輛,按年增長219.81%,累計銷量509,838輛,按年增長216.97%。自家銷量大幅增長,加上電池開始對外供應,盈利能力將顯著釋放,帶動股價表現。 (筆者為證監會持牌人,沒持有上述股份)~
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