郭家耀: 憂加快收水美股急挫 比亞迪(01211.HK)4月銷量創新高
安里資產管理董事總經理郭家耀稱,美股周四(5日)大幅下瀉,市場憂慮聯儲局繼續上調息口,美國長債息率上升,拖累大市表現,三大指數均錄得顯著跌幅收市,當中以科技股跌勢最為顯著。美元走勢強勁,美國十年期債息高見3.1厘水平,油價先升後回穩,金價反覆下跌。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市長假期後造好,滬綜指低開高走,收市上升0.6%,滬深兩市成交額繼續清淡。
港股跟隨外圍向上,指數一度重上21,000點水平,其後內地經濟數據表現低於預期,拖累大市由升轉跌,21,000點關口得而復失,大市成交繼續清淡。通脹去向未明,市場仍未清楚聯儲局收緊政策力度底線,外圍出現劇陣,港股難免受到拖累,指數或考驗20,000點心理關口,21,000點附近再次成為阻力。
另比亞迪(01211.HK)公布4月份汽車銷量10.6萬輛,按年增長1.34倍,由於已暫停燃油車產銷,當月所有銷售及產量均來自新能源汽車。新能源汽車銷量按年急漲3.13倍,插電式混合動力按年上升近7倍至4.81萬輛。純電動式售出5.74萬輛,按年增加2.67倍。產量方面,比亞迪4月份共生產10.75萬輛新能源汽車,按月微升0.77%,按年上升2.96倍。今年累計生產39.5萬輛新能源車,按年增加3.77倍。
累計今年首四個月,汽車售出39.74萬輛,按年增長1.66倍,其中新能源汽車銷量39.24萬輛,按年上升3.88倍。比亞迪4月份銷量創歷史新高,情況亦較其他同業理想。比亞迪的供應鏈擁有更佳效能,核心組件的垂直整合水平相當高,而且生產基地位於深圳、長沙及西安,遠離今次疫情較嚴重的華東地區。預料在銷量保持強勁,加上早前提價的效應下,第二季的盈利將會錄得顯著增長,帶動股價表現向上。
(筆者為證監會持牌人,沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.