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Expo 2020-05-29T14:17 財經茄呢啡 記者注意到,貿易摩擦的暫緩成為了港資信心的主要來源。招商證券表示,本次G20中美會晤達成的共識並不代表中美貿易摩擦的結束,美國出口增速疲弱、經濟壓力加大是主因,fed偏鴿派的表態便是印證。對於A股而言,本次能夠達成初步共識超出市場預料,短期內風險偏好將會回升,通信、軟件、安防等需要直接進口半導體元器件的行業將受益;中期來看,「下行式寬松」形勢不變,政策刺激將會持續,中小市值風格將會繼續占優。
Expo 2020-05-26T15:13 財經茄呢啡 抄底的對象,筆者推介跌市前強勢的港交所及小米、染藍憧憬的美團點評、晶片國產化概念的中芯等,值得分注賣入。另外,阿里上星期五盤後發布的全年業績好過預估,但明年的收入指引則比較保守,若遇股價回調也可考慮。相反,本地地產、銀行、零售甚至出口股則而避之。高估值的物管和生物科技股也屬高危一族。另外值得一提的是,上星期五港股通南下資產淨流入大增,國家隊是否會再出手維穩?氣氛雖壞,但或許也有利好變數的。
Expo 2020-05-26T15:13 財經茄呢啡 如今未見大規模走資情況,中概股回流本港反可吸引新資產流入。汪濤認為就算本港關稅待遇,本港出口量較低下受影響不大。
Expo 2020-05-08T15:19 財經茄呢啡 隔晚美股個別發展,港股今朝有些腳軟,恆指低開16點,見左半日高位24120點後,內地上月財新服務業PMI差過市場預期,拖累恆指跌223點,見23913點半日低位,不過二萬四點失而復得。其後內地上月出口表現優於預估,曾推動恆指跌幅收窄至70點左右。中午恆指報收24005點,險守二萬四關,跌132點;國指報收9766點,跌41點。
Expo 2020-05-08T15:19 財經茄呢啡 內地經濟數據分歧,財新4月服務PMI較預期曳,但內地出口數據卻好過預期,港股連升兩日後,今早回吐過百點,險守兩萬四關。
Expo 2020-05-08T11:43 財經茄呢啡 中國4月電子相關產品出口按年增5.6%,主要是全球多國防疫期間,民眾在家工作及不出口,刺激電腦、屏幕顯示器及遊戲機等需求。此外,包括口罩材料在內紡織品出口也增加,提振整體出口。中國依然面臨在手訂單取消或延期、新訂單簽約困難、物流不暢等諸多困難。
Expo 2020-05-08T11:42 財經茄呢啡 中國以人民幣計價4月出口按年增8.2%,原預期跌14.1%;進口按年跌10.2%,較市場估計跌12.2%為佳。分析認為,前期積壓訂單及醫療相關貨物出口增加,是4月出口超乎預期的原因,非外貿形勢好轉,企業仍面對削單及新訂單不足等困難。
Expo 2020-05-05T15:15 財經茄呢啡 「五窮月」開局出師不利,天宸康合資金管理投資總監潘鐵珊認為,稅收問題難影響港股所有業務,出口股重要受累,而香港及內地地產業務較穩健,因此料對港股影響短暫,恆指周內可慢慢重返24000點樓上,阻力位在25000點至25200點。
Expo 2020-05-05T15:15 財經茄呢啡 港股昨天「五窮月」開局大跌過千點後,今早甫開反彈逾200點,現區間徘徊,汽車股、出口股、手機設備股及軟件股有追捧,內需股跑輸。
Expo 2020-05-01T15:03 財經茄呢啡 縱使美股杜指周一回吐328點,但內地上月進出口數據好於市場預期,加上油組達成減產協議支撐下,港股於復活節長假期後延續升勢,恆指昨天一度突破24500點,創逾一個月新高,成交金額亦重上千億元水平。
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