郭家耀: 資金流向傳統類股份 比亞迪(01211.HK)銷售前景樂觀
安里資產管理董事總經理郭家耀稱,美股周一(7日)個別發展,投資者觀望今周美國通脹數據表現,科技股走勢偏軟,拖累標普500指數及納指收市向下,道指則錄得輕微升幅收市。美元走勢回落,美國十年期債息升至1.93厘水平,金價反覆向好,油價高位出現整固。港股預託證券個別發展,預料大市早段缺乏方向。內地股市假期後紅盤高開,滬綜指高開高走,收市上升2%,滬深兩市成交額進一步縮減。
港股昨日反覆向好,指數穩守100天線水平,大市成交保持清淡。新經濟股受阿里(09988.HK)(BABA.US)配股傳聞影響而普遍受壓,資金流向傳統類股份,支撐大市表現,預料指數短期維持於23,800至25,000點水平上落。
另比亞迪(01211.HK)公布1月份銷售95,180輛,按年增長126.1%。其中,新能源乘用車銷售92,926輛,按年增長367.6%,當中純電動乘用車按年增2.2倍至46,386輛,插電式混合動力乘用車增7.6倍至46,540輛。燃油汽車銷量則按年下跌九成至2,254輛。以電為主,兼顧續航與動力,適應多元的用車場景,比亞迪DM車型獲得廣大消費者的喜愛,帶動銷量顯著增長。多款型號包括秦、宋及唐均創下歷史月度新高銷量,顯示西安工廠生產已恢復正常。同時,海豚純電動轎車月銷量也創下歷史新高。比亞迪日前宣布2 月起將提高單價1,000至7,000元人民幣,相信有助抵銷電池原材料成本上漲的壓力。展望今年銷售前景樂觀,股價低位應有力回升。
(筆者為證監會持牌人,沒持有上述股份)~
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