CMC Markets专栏:郭广昌现身复星集团年会

复星集团董事长郭广昌在失联４日后，昨日现身公司年会并作演讲。复星控股旗下的多家公司复牌，但因受事件影响而股票大跌。其中，复星医药股票下跌3.77%, 收盘21.90；复星国际股票下跌9.45%, 南钢股份下跌1.26%。

据东方财富网报道，上周四，被称为“中国的巴菲特”的复星集团董事长郭广昌被传失联。第二日（12月11日），复星控股的６家上市公司纷纷停牌，包括：复星国际，复星医药，豫园商城，上海钢联，南钢股份与海南矿业。11晚，复星国际公告称：郭先生现正协助相关内地司法机构调查。郭先生可以适当方式参与公司重大事项之决策，公司董事认为，这并未对本集团的财务或经营有任何重大不利影响，公司目前运营一切正常。

郭广昌在本次复星集团年会上的演讲主题是生长，生长要依靠重塑和创新，复星的成长根本在于根植于中国。复星集团目前在做全球投资，但根基还在中国，产业布局要体现中国优势，更加条理打造全球化平台。郭广昌的献身使得内部员工受到鼓舞，一位员工表示：“同事们在现场都很感动，郭总出现还是很振奋人心的”。

集团副董事长梁信军表示，“复兴系”的股票被低估，有增值的空间。公司事件引起股价波动，只是给价值投资者提供了投资空间。他本人不会卖复星股票。

香港表普指数分析师Laurence Lu在周一的笔记中写道：“郭先生是复星发展与公司近期向金融业扩展的的中粱砥柱”。他没有对复星评级做出改变。但同时也 写道，如果对复星的调查进一步进行，有可能影响其公司的募股融资的进程。

从在香港上市的上海复星医药盘面上来看，昨日出现空头回补的迹象，收近似止跌锤形态，虽然投资者仍然对于公司前景担忧，但对于实际的公司市值来讲，有可能正像梁先生所表示有事件性影响被低估的可能性存在。公司在2015年上半年营业额达5.871万亿港币，同比2014年上半年增长6.7%。现行每股收益为56港分。

如果空头回补成型，后多头跟入，公司股票有可能再次重新站上24-25港币的市值。

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Tina Teng在2015年6月份加入CMC Markets 担任销售与客户培训主管职务，负责亚太地区客户的培训和经济评论的撰写工作。她具有其独树一帜的市场视角和技术分析方法，认为金融市场是集历史，经济，政治，心理学与哲学于一身的学问。技术分析是市场基本面的可视性技术语言；而对于技术性语言的解读与对各国家经济、政治与历史背景分析的结合，与对投资心理状态的理解才会是对金融市场最全面的感知。自2012至2015年，Tina Teng曾任职金融经纪公司客户服务部经理为客户提供外汇差价合约方面的培训工作。此前，自2005年至2009年，她曾经在中国中央电视台广告经济中心任职，负责撰写中国广告经济方面的评论文章，造就了她对于中国经济现状和企业现状有深入的理解和敏锐的洞察力。