【特约大V】郭家耀:假期气氛浓厚 预料资金入市继续审慎

金吾财讯
Dec 23, 2025

金吾财讯 | 美股周一表现向好,科技股普遍造好,带动大市上升,三大指数均录得升幅收市。美元走势向下,美国十年期债息回升至4.16厘水平,金价持续强势,油价低位亦有所反弹。港股预托证券个别发展,预料大市早段缺乏方向。内地股市昨日表现向好,沪综指高开高走,收市上升0.7%,沪深两市成交额亦有所增加。港股昨日表现向上,蓝筹股个别发展,指数高开后反复上升,整体成交保持清淡。假期气氛浓厚,预料资金入市继续审慎,指数维持25,000至26,000点水平上落。行业消息冠忠巴士集团(00306)早前公布中期业绩,期内收入12.58亿元,按年增加13.1%。盈利6,690万元,增长9.5倍,每股中期息4仙,另派特别息每股6仙。公司表示,盈利增加主要因港出入境人次增长,显着带动客运需求,期间主营业务收入增加;燃油价格下降导致燃油成本减少,整体毛利率持续改善;以及香港银行同业拆息普遍下降,降低期间的借贷成本。随着多项关键基建项目落成,为集团跨境业务增长创造有利条件。公司早前公布连同联营成都西部旅游投资与潜在买方-阿坝大九寨旅游及天府文化订立意向协议,拟出售理县毕棚沟旅游开发85.3%股权,以专注于发展香港的核心业务。透过出售股权,可释放公司于内地非核心业务的投资价值,从而专注于发展香港的核心业务,把资源投放于更具成长潜力的领域。(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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10