郭家耀: 外圍調整港股或下試22,500 比亞迪(01211.HK)盈利惹憧憬
安里資產管理董事總經理郭家耀稱,美股周三(5日)大幅向下,聯儲局最新議息會議紀錄顯示,當局將加快收水行動,並預期在今年及明年各加息三次,鷹派言論影響市場氣氛,三大指數均錄得顯著跌幅收市,其中以科技股調整壓力最大。美元輕微偏軟,美國十年期債息上升至1.71厘水平,金價反覆向下,油價持續上揚。港股預託證券大致向下,預料大市早段跟隨低開。
內地股市下跌,滬綜指低開低走,收市下跌1%,滬深兩市成交額進一步增加。
港股表現持續疲弱,中概股急挫,加上憂慮騰訊(00700.HK)繼續減持手上投資,拖累相關股份表現,指數失守23,000點水平,成交亦顯著增加。外圍出現顯著調整,港股氣氛未有改善,預料指數進一步下試22,500點支持,上方阻力在23,500點附近。
另比亞迪(01211.HK)公布2021年全年汽車銷量74.01萬輛,按年增長73.34%;產量則按年漲74.79%至74.75萬輛。其中,新能源汽車銷量60.38萬輛,按年上升2.18倍,產量按年則升2.2倍至60.71萬輛;燃油汽車銷量13.63萬輛,按年下跌42.54%,產量按年下降40.95%至14.04萬輛。比亞迪表示,12月新能源汽車訂單需求繼續強勁,保持增長勢頭。2022年的產量目標為150萬輛,意味全年產量翻倍,有望帶動盈利繼續急升。
(筆者為證監會持牌人,沒持有上述股份)~
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