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郭家耀: 外圍影響港股料續波動 比亞迪(01211.HK)銷量數據亮麗
阿思達克 03-09 10:18
安里資產管理董事總經理郭家耀稱,美股周二(8日)先升後跌,美國宣布禁止進口俄羅斯石油,油價繼續飆升,拖低大市表現,三大指數均錄得跌幅收市。美元高位有回吐,美國十年期債息回升至1.84厘水平,油價持續向好,金價再試高位。港股預託證券個別發展,預料大市早段缺乏方向。內地股市昨日急挫,滬綜指先升後跌,收市下跌2.3%,滬深兩市成交額進一步增加。港股持續弱勢,恆指先升後跌,再創疫情後新低水平,成交亦保持活躍。市況繼續受外圍局勢影響,短期走勢持續波動,預料指數維持於20,500至21,500點水平上落。 另比亞迪(01211.HK)公布2月份經營數據,產量達91,406輛,按年上升324%。今年首兩個月累計生產18.55萬輛,按年上升168.2%。2月份比亞迪銷量達91,078輛,按年增長335%,今年首兩個月累計銷售18.65萬輛,按年上升194.5%。其中2月份新能源汽車銷量8.7萬輛,按年增長764%,燃油車銷量2,795輛,按年下降85%。比亞迪上月新能源汽車銷量大幅跑贏同業,其中純電動車銷量4.3萬輛,按年增長451%,漢、唐、海豚等重點車型表現突出,新車型元plus亦持續放量。插電混能銷量4.4 萬輛,按年增長1836%,宋Plus DM-i、唐DM-i等高價位車型銷量佔比提升。比亞迪整體銷量數據亮麗,雖然股價受近日市況波動影響而下挫,但長線前景仍值得看好。 (筆者為證監會持牌人,沒持有上述股份)~
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