金吾财讯 | 美股周三继续向好，市场减息预期升温，带动环球股市向上，标普500指数及纳指再创历史新高，三大指数均录得升幅收市。美元走势向下，美国十年期债息回落至4.23厘水平，金价表现靠稳，油价则反复下滑。港股预托证券普遍造好，预料大市早段跟随高开。内地股市昨日上升，沪综指高开高走，收市上升0.5%，沪深两市成交额显着增加。港股表现向上，科技股带动大市造好，指数再创今年新高位置，整体成交亦显着增加。外围走势向上，加上科技股业绩理想，有利大市进一步上试26,000点阻力，下方支持在25,000点水平。行业消息和记电讯香港(00215)上半年境外及境内漫游服务收益稳步增长，受益于旅游业回暖及公司全面的漫游服务受到市场欢迎。漫游服务总收益上升30%至3.99亿元，超越疫情前水平，弥补了本机服务收益下降2%的影响，后者受到竞争加剧和消费模式变化的挑战。客户服务收益净额增长4%至18.22亿元。硬体收益因旗舰流动装置销量上涨，增长32%。集团总收益增加8%，毛利总额维持在15.25亿元。EBITDA增长6%至7.71亿元，并派发中期股息每股2.28仙。业务展现逐渐回稳的良好趋势，派息水平亦吸引，后市乐观。(笔者为证监会持牌人仕，本人及相关人士没持有上述股份)
作者：港湾家族办公室业务发展总监 郭家耀
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