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"content":"中石油(00857)早前公布第一季業績,期內集團原油平均每桶實現價格75.41美元,比上年同期下降0.8%。國內天然氣平均銷售價格每千立方英尺9.38美元,與上年同期基本持平。按照國際財務報告會計準則,集團實現營業收入8,121億元人民幣,比上年同期增長10.9%;股東淨利潤456.83億元人民幣,比上年同期增長4.7%,主要由於成品油、天然氣、化工品等產品國內銷量增加以及提質增效工作深入推進。<br/><br/>油氣和新能源業務堅持穩油增氣,持續加大油氣勘探開發和增儲上產力度,不斷優化海外油氣資產結構;加強成本費用管控,不斷提高成本競爭力;推動風光發電、地熱、氫能等新能源業務快速發展。<br/><br/>第一季集團實現油氣當量產量463.7百萬桶,按年增長2.6%,其中國內油氣當量產量413.0百萬桶,增長2.6%;海外油氣當量產量50.7百萬桶,增長2.6%。油氣和新能源業務實現經營利潤429.65億元人民幣,增長4.8%,主要由於國內天然氣產銷量增加。單位油氣操作成本每桶10.38美元,下降1.8%。<br/><br/>第一季集團加工原油353.8百萬桶,按年增長8.2%;生產成品油3,048.2萬噸,增長9.8%;生產乙烯227.0萬噸,增長13.5%;化工產品商品量990.8萬噸,增長16.7%。煉油化工和新材料業務實現經營利潤81.15億元人民幣,下降4.2%,其中煉油業務實現經營利潤69.70億元人民幣,減少24.26億元人民幣,主要由於煉油產品毛利收窄;化工業務經營利潤11.45億元人民幣,成功扭虧,主要由於化工產品銷量增加以及廣東石化扭虧增利。<br/><br/>第一季集團銷售成品油3,925.8萬噸,按年增長4.5%,其中國內銷售成品油2,854.5萬噸,增長4.6%。銷售業務實現經營利潤67.63億元人民幣,減少13.93億元人民幣,主要由於國際貿易業務利潤減少。第一季集團銷售天然氣833.69億立方米,增長14.2%,其中國內銷售天然氣671.02億立方米,增長7.5%。天然氣銷售業務實現經營利潤123.16億元人民幣,增加21.80億元人民幣,主要由於天然氣銷量增加以及進口氣採購成本降低。<br/><br/>中石油首季業績表現穩健,現金流強勁,分紅政策清晰,目前估值仍有吸引力,後市展望樂觀。<br/><br/>獨立股評人郭家耀 <br/>(本人及相關人士沒持有上述股份)", "editArticleId":"", "editTime":"20240629230004", "modTime":"20240629230444", "thumbnail":"/cnt/finance/20240629/photo/bkn-20240629230004143-0629_00842_001_01s.jpg?20240629230444", "section":"842", "file360Sections":[ ], "pubDate":"20240629230004", "title":"郭家耀:中石油季績表現穩健 估值具吸引力", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240629/bkn-20240629230004143-0629_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"郭家耀", "authortitle":"獨立股評人", "commentaryTitle" : "專家點評 " } ,{ "articleId":"bkn-20240629220020086-0629_00842_001", "commentary":"", "content":"美國對內地三大電訊營運商展開調查,以了解相關企業會否透過在美國的雲端及互聯網業務,取得美國數據並向北京提供,調查由美國商務部相關部門進行,並已完成對中移(00941)及中電信(00728)的風險基礎分析。<br/><br/>其實,前幾年美國以「國家安全」為理由,認為中國政府有機會「獲取、儲存、擾亂及/或者誤導美國的通訊」,令美國聯邦通訊委員會吊銷中電信及中聯通(00762)向美國提供電話服務的牌照,亦拒絕中移於美國展開電話業務的申請,今年4月,美國再禁止相關企業在美國提供寬頻服務。<br/><br/>事實上,內地三大電訊營運商現時在美國的業務不多,雖然美國監管機構尚未就如何應對潛在威脅作出決定,但有權阻止企業在美國資料中心的運作及向網絡供應商傳輸資料。倘若美國執意要中資企業退出美國市場,三大電訊商仍可繼續拓展其他海外市場,因此今次事件對三大電訊商的負面影響不大。<br/><br/>除此之外,美國商務部亦有調查三大電訊商及阿里巴巴(09988)在美國的雲服務產品,中國已回應希望美方停止以虛假藉口打壓華企,中方將繼續捍衞華企權益。一直以來,美國不斷打壓內地企業的發展,內地亦展開反制,有傳中國工信部要求三大電訊營運商檢視所用的外國晶片,並提出替換進口晶片的時間表,要求電訊營運商在2027年前逐步淘汰其網絡核心部件的外國處理器。<br/><br/>由於內地晶片的品質及性能亦有所提升,加上美國一直對內地實施制裁,打擊內地晶片發展進程,內地為提高自給率,不斷加強研發,相信2027年或有足夠時間可完全淘汰使用外國的進口晶片。<br/><br/>近期美國持續針對內地,既經常對內地企業展開調查,以及限制高科技產品進入內地,更表示內地的產能過剩,補貼以出口產品至國外,因而對內地多項商品加徵關稅。美國的所作所為無疑憂慮內地發展迅速及強大,威脅到美國的經濟。<br/><br/>內地一直堅持自由貿易,反對實施保護主義,即使面對歐盟對內地電動車進口加徵關稅,內地亦提出下調大排量轎車進口關稅,以換取德國說服歐盟取消擬議對內地電動車的進口關稅。由此可見,內地面對不公平對待,亦不會隨即報復,反而堅持推動自由貿易發展。<br/><br/>獨立股評人陳鳳珠<br/>(本文作者為獨立股評人,作者本人並沒有持有上述股票)", "editArticleId":"", "editTime":"20240629220020", "modTime":"20240629220432", "thumbnail":"/cnt/finance/20240629/photo/bkn-20240629220020086-0629_00842_001_01s.jpg?20240629220432", "section":"842", "file360Sections":[ ], "pubDate":"20240629220020", "title":"陳鳳珠:美調查對內地電訊商影響不大", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240629/bkn-20240629220020086-0629_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"陳鳳珠", "authortitle":"獨立股評人", "commentaryTitle" : "專家點評 " } ,{ "articleId":"bkn-20240629210040303-0629_00842_001", "commentary":"", "content":"內地官員早前於夏季達沃斯論壇上致詞,談到中國現正面臨的經濟挑戰時強調,需要固本培元。有關言論相信已降低市場對於7月三中全會的政策憧憬,港股短期催化劑欠奉,恒指若確認失守250天線,或進一步考驗17,000點關口。未來一周將會公布美國6月非農就業報告,以及內地6月財新製造業及服務業採購經理指數(PMI)。<br/><br/>內地最大遊戲展China Joy將於7月26至29日舉行,屆時將會發布多項新遊戲,有望成為手遊板塊的短線催化劑。另外,6月批出過100款國產遊戲版號,每月穩定的審批節奏利好行業營運環境。<br/><br/>根據中汽協數據,5月重卡市場銷量7.82萬輛,按年增長0.92%。5月傳統淡季仍可錄輕微增長,表現具韌性。細分領域表現突出,天然氣重卡銷量續高速增長,出口市場向好。濰柴動力(02338)作為中國最大的重卡及液化天然氣重卡引擎製造商,料可受惠於重卡更新需求、出口市場高速發展,以及油氣價差持續,天然氣重卡滲透率提升,市佔率及盈利有望雙雙提升。<br/><br/>信達國際研究部助理經理陳樂怡<br/>(筆者為證監會持牌人,其及其有聯繫者並無擁有上述建議股份發行人之財務權益)", "editArticleId":"", "editTime":"20240629210040", "modTime":"20240629210443", "thumbnail":"/cnt/finance/20240629/photo/bkn-20240629210040303-0629_00842_001_01s.jpg?20240629210443", "section":"842", "file360Sections":[ ], "pubDate":"20240629210040", "title":"陳樂怡:濰柴動力市佔率及盈利望提升", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240629/bkn-20240629210040303-0629_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"陳樂怡", "authortitle":"信達國際研究部助理經理", "commentaryTitle" : "專家點評 " } ,{ "articleId":"bkn-20240628190804521-0628_00842_001", "commentary":"", "content":"全日窩輪成交額約33.16億港元,佔大市成交3.35%。認購輪成交約22.89億元,認沽輪成交約10.27億元。認購輪與認沽輪成交比例69:31。<br/><br/>牛熊證成交額約60.18億元,佔大市成交約6.08%。其中牛證成交約25.02億元,熊證成交約35.16億元。牛證與熊證成交比例42:58。", "editArticleId":"", "editTime":"20240628190804", "modTime":"20240628190834", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628190804521-0628_00842_001_01s.jpg?20240628190834", "section":"842", "file360Sections":[ ], "pubDate":"20240628190804", "title":"全日輪證成交逾93億元", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240628/bkn-20240628190804521-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240628190200338-0628_00842_001", "commentary":"", "content":"全日共有659隻股份被沽空,涉及金額146.67億港元,佔大市成交14.83%。盈富基金沽空金額17.27億元,佔沽空總額11.78%;中國石油股份沽空金額4.93億元,佔沽空總額3.36%;南方恒生科技沽空金額4.7億元,佔沽空總額3.21%;騰訊控股沽空金額4.69億元,佔沽空總額3.2%;工商銀行沽空金額4.49億元,佔沽空總額3.07%。", "editArticleId":"", "editTime":"20240628190200", "modTime":"20240628190228", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628190200338-0628_00842_001_01s.jpg?20240628190228", "section":"842", "file360Sections":[ ], "pubDate":"20240628190200", "title":"全日沽空金額146億元 佔大市成交14%", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240628/bkn-20240628190200338-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240628092014841-0628_00842_001", "commentary":"", "content":"港股於上半年最後一個交易日好淡角力。恒生指數低開133點於17,583點後覓得支持,最多轉升149點見17,865點,全日微升2點或0.01%,報17,718點,全月計累跌361點或1.99%,上半年計則累升671點或3.93%;國企指數升7點或0.12%,報6,331點;科技指數跑輸,跌34點或0.95%,報3,554點。主板成交988億港元。<br/><br/>大型科技股全線向下,騰訊跌0.5%;阿里巴巴跌1.4%;美團跌2.2%;京東集團跌2%;小米集團跌0.3%;快手跌0.5%。<br/><br/>金融股普遍偏軟,滙豐控股平收;香港交易所跌0.5%;友邦保險跌0.4%;中國平安跌1.5%。<br/><br/>部分中特估受捧,中石油升4.3%,是表現最好藍籌;中海油漲近3%;中石化升2.4%;中國聯通漲3.6%;中國神華升2.2%。<br/><br/>遠洋集團遭呈請清盤,股價曾瀉兩成,收跌10.6%。<br/><br/>大快活集團績後升0.5%。<br/><br/>亨達財富管理董事總經理姚浩然表示,在半年結粉飾櫥窗效應下,市況短期料有改善。至於7月走勢,他指市場憧憬三中全會,以及「港股通」股息稅減免,對大市氣氛有幫助,但內地經濟復甦狀況仍待觀察,加上消費市道不滯,拖累相關股份表現,港股向上空間有限。恒指上落區間下移至17,200至18,700點,直至內地推出進一步刺激經濟措施,內房銷售明顯改善,大市才有力進一步突破。不過,他仍看好中特估概念股,如中資電訊股及石油股,料在相關股份支持下,大市下跌空間有限。", "editArticleId":"", "editTime":"20240628162142", "modTime":"20240629075239", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628092014841-0628_00842_001_01s.jpg?20240629075239", "section":"842", "file360Sections":[ ], "pubDate":"20240628092014", "title":"恒指升2點 中特估受捧 科技股落後", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240628-15216-15-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240628-15216-15-M.jpg", "link": "/cnt/finance/20240628/bkn-20240628092014841-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240628-15216-15-M", "videoCreateTime":"1,719,569,644", "videoModifyTime":"1,719,618,638", "videoCreateDate":"20240628", "videoTitle":"港股微升2點 半年累升不足700點", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240628145804440-0628_00842_001", "commentary":"", "content":"資金追逐「中概估」,中國石油股份(00857)一度上漲5.6%,破頂高見8元,最新升4.7%,報7.93元,成交額超過8.2億元。", "editArticleId":"", "editTime":"20240628145804", "modTime":"20240629075239", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628145804440-0628_00842_001_01s.jpg?20240629075239", "section":"842", "file360Sections":[ ], "pubDate":"20240628145804", "title":"異動股:中石油升半成 領漲藍籌", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240628-15216-15-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240628-15216-15-M.jpg", "link": "/cnt/finance/20240628/bkn-20240628145804440-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240628-15216-15-M", "videoCreateTime":"1,719,569,644", "videoModifyTime":"1,719,618,638", "videoCreateDate":"20240628", "videoTitle":"港股微升2點 半年累升不足700點", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240628131546245-0628_00842_001", "commentary":"", "content":"英皇證券銷售及市場部聯席董事張曦嵐(Bruce)表示,內地股市近期走勢偏弱,滬綜指過去一個月由高位反覆調整,本周低位見2,933點,但跌至該水平見支持,周五(28日)更明顯反彈,後市若能承接升勢,7月份有望進一步反彈。想知Bruce有咩投資建議?即去片睇吓!", "editArticleId":"", "editTime":"20240628131546", "modTime":"20240628131852", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628131546245-0628_00842_001_01s.jpg?20240628131852", "section":"842", "file360Sections":[ ], "pubDate":"20240628131546", "title":"張曦嵐:滬綜指反彈 A股有望扭轉弱勢?", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240628-14079-08-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240628-14079-08-M.jpg", "link": "/cnt/finance/20240628/bkn-20240628131546245-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240628-14079-08-M", "videoCreateTime":"1,719,548,678", "videoModifyTime":"1,719,549,371", "videoCreateDate":"20240628", "videoTitle":"股匯攻略:滬綜指有機會見底回升", "authorname":"張曦嵐", "authortitle":"英皇證券銷售及市場部聯席董事", "commentaryTitle" : "股匯攻略" } ,{ "articleId":"bkn-20240628111840972-0628_00842_001", "commentary":"", "content":"美元走勢偏強,人民幣匯價轉弱,港股近日持續受壓。亨達財富管理董事總經理姚浩然表示,周五(28日)為半年結,在粉飾櫥窗效應下,市況短期料有改善。至於7月走勢,他指出,市場憧憬下月三中全會,以及「港股通」股息稅減免,對大市氣氛有幫助,但內地經濟復甦狀況仍待觀察,加上消費市道不滯,拖累相關股份表現,港股向上空間有限。恒指上落區間下移至17,200至18,700點,直至內地推出進一步刺激經濟措施,內房銷售明顯改善,大市才有力進一步突破。不過,他仍看好中特估概念股,如中資電訊股及石油股,料在相關股份支持下,大市下跌空間有限。<br/><br/>蘋果公司發布新的AI功能後,相關概念股一度炒起。姚認為今年有望掀起換機潮,無論手機鏡頭或聲控企業均有望受惠,但舜宇光學(02382)估值已處高位,不妨在46港元水平再作考慮,目標博上50元樓上。另外,市場憧憬新iPhone在聲控方面有較大升級,利好瑞聲科技(02018),但該股估值不算吸引,現價上升空間有限,宜待回落至27元邊再吼位部署。<br/><br/>嘀嗒出行(02559)首日上市,但股份掛牌後持續潛水。姚浩然認為,網約車平台在環球市場發展不俗,該股中長線值得看好。不過,其股價已跌穿招股價,未有貨的投資者宜待止蝕沽盤消化再入市,有貨者則可繼續持有,觀望股價喘定後能否重拾動力,至於重貨者則應考慮適量減磅。", "editArticleId":"", "editTime":"20240628111840", "modTime":"20240628173654", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628111840972-0628_00842_001_01s.jpg?20240628173654", "section":"842", "file360Sections":[ ], "pubDate":"20240628111840", "title":"姚浩然:港股上升空間有限 瑞聲宜候低再吸", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240628-14079-06-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240628-14079-06-M.jpg", "link": "/cnt/finance/20240628/bkn-20240628111840972-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240628-14079-06-M", "videoCreateTime":"1,719,543,375", "videoModifyTime":"1,719,567,336", "videoCreateDate":"20240628", "videoTitle":"港股格局:恒指上落區間下移", "authorname":"姚浩然", "authortitle":"亨達財富管理董事總經理", "commentaryTitle" : "名家分析" } ,{ "articleId":"bkn-20240628104135533-0628_00842_001", "commentary":"", "content":"國銀金租(01606)一度挫39%,低見1.25元,最新跌33.6%,報1.36元,成交額逾1.3億元。<br/><br/>集團公布,以約5.79億元人民幣向上海華星鴻捷汽車銷售服務收購經營租賃業務用的車輛,交易會以自有資金或商業銀行貸款支付。", "editArticleId":"", "editTime":"20240628104135", "modTime":"20240629075239", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628104135533-0628_00842_001_01s.jpg?20240629075239", "section":"842", "file360Sections":[ ], "pubDate":"20240628104135", "title":"異動股:國銀金租曾挫近4成", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240628-15216-15-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240628-15216-15-M.jpg", "link": "/cnt/finance/20240628/bkn-20240628104135533-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240628-15216-15-M", "videoCreateTime":"1,719,569,644", "videoModifyTime":"1,719,618,638", "videoCreateDate":"20240628", "videoTitle":"港股微升2點 半年累升不足700點", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240628094839344-0628_00842_001", "commentary":"", "content":"身在快節奏的城市中,往往面臨着一個共同的困擾—— 「時間就是金錢」。無論是忙碌工作後想要快速解決晚餐,還是緊急需要寄送一份重要文件,能夠迅速而準確地完成這些日常瑣事,無疑為我們的生活帶來了便利。正是看準了這一需求,中國最大的第三方即時配送服務商順豐同城(09699)正準備於今年7月登陸香港市場,為香港用戶提供更優質的同城即時配送服務。<br/><br/>順豐同城作為一個中立開放的基礎設施平台,多年來在內地即時配送行業深耕細作,積累了豐富的行業經驗和卓越的營運優勢。有別於一般的外賣配送服務,順豐同城在港的業務重點將放在文件、小型包裹等非餐配送服務上,與現有的KeeTa等外賣服務商並非直接競爭關係,相信更可能會像其內地業務般成為一眾外賣平台以至電商平台即配生態圈中不可或缺的肩膀。憑藉集團健康穩定的經營狀況,順豐同城有望為香港用戶提供更優質、更高效的配送服務。<br/><br/>值得一提的是,順豐同城正積極於香港招募大量配送騎手夥伴,其中包括步兵、單車、電單車、私家車和貨車等多種運輸方式。據了解,順豐同城為香港地區開發了專屬的手機應用程式「SoFast Rider」,讓騎手能夠更便捷地接單及管理訂單。有業內人士透露,香港區騎手的每小時收入高達300元,足見順豐同城對優質服務的追求和對人才的重視。<br/><br/>順豐同城此番進軍香港,無疑是集團業務海外拓展的重要一步,尋找新增長機會。去年,順豐同城的業務保持了健康穩定的增長,更成為行業內首家實現全面盈利的企業。這不僅凸顯了集團在規模經濟和網絡效應方面的優勢,也進一步證明了其差異化服務、科技驅動、精細化管理等一系列舉措的成效。<br/><br/>故順豐同城是次將以香港作為國際市場的試驗場,檢驗自身的商業模式,並為集團未來在海外市場的發展奠定基礎。與此同時,順豐同城將繼續致力於實現「讓更多人享受零距離美好生活」的企業使命,通過不斷提升服務質量和營運效率,為股東和投資者創造更大的價值回報。<br/><br/>作為一家兼具行業領先地位和良好發展前景的企業,順豐同城無疑是值得關注的投資標的。隨着集團業務的持續擴張和海外市場的開拓,相信順豐同城定能為投資者帶來更可觀的收益。建議在6月份橫行底部11.5元買入,目標13.6元,防守位置在50天移動平均線10.8元。<br/><br/>華盛證券財富管理部董事李偉傑<br/>(筆者為證監會持牌人,本人及/或有聯繫者沒有於以上發行人或新股上市申請擁有財務權益)", "editArticleId":"", "editTime":"20240628094839", "modTime":"20240628095648", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628094839344-0628_00842_001_01s.jpg?20240628095648", "section":"842", "file360Sections":[ ], "pubDate":"20240628094839", "title":"李偉傑:順豐同城把握即時配送新機遇 締造更美好生活", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240628/bkn-20240628094839344-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"李偉傑", "authortitle":"華盛證券財富管理部董事", "commentaryTitle" : "專家點評" } ,{ "articleId":"bkn-20240628074519308-0628_00842_001", "commentary":"", "content":"●東方日報B2:人民幣持續低殘 專家估放寬波動區間<br/>https://reurl.cc/Zek3og <br/><br/>●【東方日報產評】貿易戰歐美同仇 華反擊須用智慧<br/>https://reurl.cc/nN3dMv <br/><br/>●美股反覆靠穩 港股ADR跌103點<br/>https://reurl.cc/lQWrOl <br/><br/>●【遊日注意】日本各地航空燃油不足 飛機航班被逼減少...<br/>https://reurl.cc/OMN3oA <br/><br/>●【有相】沙田2600呎屋地僅百萬拍出 咁平原因係...<br/>https://reurl.cc/Gj6yYd <br/><br/>●花旗:法國選舉在即 一種情況下股市恐冧2成<br/>https://reurl.cc/AjrmlZ <br/><br/>●碧桂園:昨接獲3項復牌指引 正進行全面債務重組<br/>https://reurl.cc/4rzeDR <br/><br/>●圓匯狂貶!日本「100円店」冇錢賺 點樣自救?<br/>https://reurl.cc/Dj2kpN", "editArticleId":"", "editTime":"20240628074519", "modTime":"20240628082021", "thumbnail":"/cnt/finance/20240628/photo/bkn-20240628074519308-0628_00842_001_01s.jpg?20240628082021", "section":"842", "file360Sections":[ ], "pubDate":"20240628074519", "title":"【M18精選】人民幣持續低殘 專家估放寬波動區間", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240628/bkn-20240628074519308-0628_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240627191619497-0627_00842_001", "commentary":"", "content":"全日窩輪成交額約35.8億港元,佔大市成交3.43%。認購輪成交約29.9億元,認沽輪成交約5.91億元。認購輪與認沽輪成交比例83:17。<br/><br/>牛熊證成交額約59.75億元,佔大市成交約5.73%。其中牛證成交約36.34億元,熊證成交約23.4億元。牛證與熊證成交比例61:39。", "editArticleId":"", "editTime":"20240627191619", "modTime":"20240627191653", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627191619497-0627_00842_001_01s.jpg?20240627191653", "section":"842", "file360Sections":[ ], "pubDate":"20240627191619", "title":"全日輪證成交逾95億元", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": "/cnt/finance/20240627/bkn-20240627191619497-0627_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"", "videoCreateTime":"", "videoModifyTime":"", "videoCreateDate":"", "videoTitle":"", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240627191131768-0627_00842_001", "commentary":"", "content":"全日共有663隻股份被沽空,涉及金額174.52億港元,佔大市成交16.74%。恒生中國企業沽空金額17.08億元,佔沽空總額9.79%;盈富基金沽空金額11.85億元,佔沽空總額6.79%;XL二南方恒科沽空金額6.4億元,佔沽空總額3.67%;友邦保險沽空金額5.79億元,佔沽空總額3.32%;騰訊控股沽空金額5.7億元,佔沽空總額3.27%。", "editArticleId":"", "editTime":"20240627191131", "modTime":"20240627191158", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627191131768-0627_00842_001_01s.jpg?20240627191158", "section":"842", "file360Sections":[ ], "pubDate":"20240627191131", "title":"全日沽空金額174億元 佔大市成交16%", "sectName":"finance", "videoPath":"", "videoThumbnail":"", "link": 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"content":"港股於期指結算日受壓,恒生指數低開143點於17,946點後,跌幅一度擴至412點,低見17,677點,全日跌373點或2.06%,報17,716點,回落至兩個月低位;國企指數跌153點或2.36%,報6,324點;科技指數跌100點或2.73%,報3,588點。主板成交1,042億港元。<br/><br/>科技股領跌,小米集團急挫7.1%;騰訊跌近2%;阿里巴巴跌1.7%;美團跌2.8%;京東集團跌2.2%;快手跌2.3%。<br/><br/>金融股拖累大市,香港交易所跌1.7%;友邦保險跌2.2%;中國平安跌2.3%;滙豐控股則平收。<br/><br/>歐盟傳微調華電動車關稅,汽車股普遍向下,比亞迪股份與吉利汽車各跌2.7%;理想汽車跌1.5%;小鵬汽車跌1.1%;蔚來逆市升2.4%。<br/><br/>中資電訊股成資金避風港,中國聯通升1.3%;中國電信升2.8%。<br/><br/>據報內地純淨水市場打價格戰,農夫山泉低收7.3%,是表現最差藍籌。<br/><br/>創科實業逆市升1.8%,為表現最佳藍籌。<br/><br/>港股持續弱勢,獨立股評人郭家耀指,市場繼續關注聯儲局息口去向,若美國本周稍後公布的通脹數據高過預期,相信對債息及股市有一定影響。另外,內地股市近期明顯轉弱,市場關注內地經濟復甦前景以及政策消息,在消費市場未見起色前,投資者取態較謹慎。外圍市場持續調整,港股亦難獨善其身,恒指或要下試17,500點水平,後市能否重返18,500點甚至19,000點,則要視乎內地會否推出大手政策,令市場相信樓市及消費市場明顯復甦。", "editArticleId":"", "editTime":"20240627161803", "modTime":"20240628095228", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627092007629-0627_00842_001_01s.jpg?20240628095228", "section":"842", "file360Sections":[ ], "pubDate":"20240627092007", "title":"恒指挫373點 見兩個月低位 小米、農夫山泉瀉7%", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240627-15262-19-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240627-15262-19-M.jpg", "link": "/cnt/finance/20240627/bkn-20240627092007629-0627_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240627-15262-19-M", "videoCreateTime":"1,719,481,087", "videoModifyTime":"1,719,539,463", "videoCreateDate":"20240627", "videoTitle":"人民幣續弱 港股期結日顯著受壓", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240627132116674-0627_00842_001", "commentary":"", "content":"小米集團(01810)持續受壓,午後一度挫8.3%,低見16.34元,見兩個月低位,最新跌7.8%,報16.42元,成交額逾27億元,是第二大成交港股。", "editArticleId":"", "editTime":"20240627132116", "modTime":"20240628095230", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627132116674-0627_00842_001_01s.jpg?20240628095230", "section":"842", "file360Sections":[ ], "pubDate":"20240627132116", "title":"異動股:小米集團曾挫8%", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240627-15262-19-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240627-15262-19-M.jpg", "link": "/cnt/finance/20240627/bkn-20240627132116674-0627_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240627-15262-19-M", "videoCreateTime":"1,719,481,087", "videoModifyTime":"1,719,539,463", "videoCreateDate":"20240627", "videoTitle":"人民幣續弱 港股期結日顯著受壓", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240627131519910-0627_00842_001", "commentary":"", "content":"英皇證券銷售及市場部聯席董事張曦嵐(Bruce)表示,黃金走勢轉弱,金價上周五(21日)高位見2,368美元持續回軟,現時已失守2,300美元關,技術上或進一步下跌,若跌穿2,286美元甚至2,277美元,則有機會下試100天線約2,250美元。至於白銀價格亦失守由2月延伸的上升軌支持,後市或進一步回落,下一支持在26.97美元。想知Bruce有咩投資建議?即去片睇吓!", "editArticleId":"", "editTime":"20240627131519", "modTime":"20240627131834", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627131519910-0627_00842_001_01s.jpg?20240627131834", "section":"842", "file360Sections":[ ], "pubDate":"20240627131519", "title":"張曦嵐:黃金和白銀走勢轉弱 採取咩策略?", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240627-14079-08-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240627-14079-08-M.jpg", "link": "/cnt/finance/20240627/bkn-20240627131519910-0627_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240627-14079-08-M", "videoCreateTime":"1,719,462,331", "videoModifyTime":"1,719,464,502", "videoCreateDate":"20240627", "videoTitle":"股匯攻略:黃金和白銀走勢反覆向下", "authorname":"張曦嵐", "authortitle":"英皇證券銷售及市場部聯席董事", "commentaryTitle" : "股匯攻略" } ,{ "articleId":"bkn-20240627112357242-0627_00842_001", "commentary":"", "content":"港股持續弱勢,獨立股評人郭家耀指,市場繼續關注聯儲局息口去向,若美國本周稍後公布的通脹數據高過預期,相信對債息及股市有一定影響。另外,內地股市近期明顯轉弱,市場關注內地經濟復甦前景以及政策消息,在消費市場未見起色前,投資者取態較謹慎。外圍市場持續調整,港股亦難獨善其身,恒指或要下試17,500點水平,後市能否重返18,500點甚至19,000點,則要視乎內地會否推出大手政策,令市場相信樓市及消費市場明顯復甦。<br/><br/>內地房地產政策持續鬆綁,但郭表示,內房上月銷售數據仍然疲弱,似乎投資者入市信心仍未回復,相信要有更多政策出台,並待樓價喘定、銷售量回穩,才可令市場對庫存高企的憂慮減低。現階段買入內房股風險仍高,建議保持觀望。<br/><br/>在美元匯價持續強勢下,金價回落至2,300美元水平。郭家耀指,如果美國稍後公布的通脹數據繼續放緩,減息預期升溫,相信可支持金價回升。事實上,市場對各種貨幣信任程度有所下降,無論各大央行或一般投資者均有意增持黃金,作為對沖貨幣貶值風險的工具,金價長遠仍值得看好,若回落至2,300美元可考慮分段吸納,當中他看好黃金相關ETF及紫金礦業(02899)。", "editArticleId":"", "editTime":"20240627112357", "modTime":"20240627172051", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627112357242-0627_00842_001_01s.jpg?20240627172051", "section":"842", "file360Sections":[ ], "pubDate":"20240627112357", "title":"郭家耀:港股短期繼續弱勢 金價長遠看升", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240627-14079-05-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240627-14079-05-M.jpg", "link": "/cnt/finance/20240627/bkn-20240627112357242-0627_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240627-14079-05-M", "videoCreateTime":"1,719,457,227", "videoModifyTime":"1,719,479,972", "videoCreateDate":"20240627", "videoTitle":"港股格局:恒指或下試17500點水平", "authorname":"郭家耀", "authortitle":"獨立股評人", "commentaryTitle" : "名家分析" } ,{ "articleId":"bkn-20240627100719268-0627_00842_001", "commentary":"", "content":"美聯集團(01200)一度飆升26.6%,高見0.95元,最新升勢回順至9.3%,報0.82元,成交額逾280萬元。<br/><br/>集團發盈喜,料截至今年5月底止5個月錄得權益持有人應佔淨溢利約1.7億元,預期截至今年6月底止中期權益持有人應佔淨溢利將會大幅增加。", "editArticleId":"", "editTime":"20240627100719", "modTime":"20240628095230", "thumbnail":"/cnt/finance/20240627/photo/bkn-20240627100719268-0627_00842_001_01s.jpg?20240628095230", "section":"842", "file360Sections":[ ], "pubDate":"20240627100719", "title":"異動股:美聯集團發盈喜 股價曾飆26%", "sectName":"finance", "videoPath":"rtmp://202.125.90.195/on.cc/video/202406/OBZ240627-15262-19-M", "videoThumbnail":"/cms/src/thumbnail/202406/OBZ240627-15262-19-M.jpg", "link": "/cnt/finance/20240627/bkn-20240627100719268-0627_00842_001.html", "photoCount":"1", "file360Uuid":"", "file360Title":"", "file360Status":"", "videoId":"OBZ240627-15262-19-M", "videoCreateTime":"1,719,481,087", "videoModifyTime":"1,719,539,463", "videoCreateDate":"20240627", "videoTitle":"人民幣續弱 港股期結日顯著受壓", "authorname":"", "authortitle":"", "commentaryTitle" : "" } ,{ "articleId":"bkn-20240627091743568-0627_00842_001", "commentary":"", "content":"現貨黃金價格每安士於6月初曾一度觸及2,380美元的紀錄新高。另一邊,2024年3月以來銅價持續上漲,周一(24日)更一度達9,513美元/噸。在礦端持續偏緊、冶煉端減產預期下,銅供需格局或將轉爲短缺,價格有望上行,不防關注主要從事銅、鋅採選業務的五礦資源(01208)。<br/><br/>集團目前在南美洲、非洲與澳洲擁有5個運營礦山;其中,公司旗艦級資產Las Bambas銅礦是世界產量前十五的銅礦之一,Dugald River則爲全球十大鋅礦之一。自2023年3月以來,Las Bambas項目的社區問題得到緩和,生產運營保持穩定。2023年,Las Bambas項目EBITDA爲13.97億美元,同比增長24.5%,佔集團EBITDA總額的95.5%,貢獻集團主要利潤。在近期市場風險較高的大環境下,建議投資者關注防守性強、股息高的五礦資源。股份阻力位4元,支持位2.8元。<br/><br/>香港股票分析師協會主席鄧聲興<br/>(筆者為香港股票分析師協會主席及筆者未持有上述股份)", "editArticleId":"", 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