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郭家耀:观望外围港股拉锯内地汽车业料仍未脱困
阿思达克 07-11 10:57

正荣金融业务部副总裁郭家耀称,美股周三(10日)走势向好,联储局主席鲍威尔表示环球经济前景不明朗,联储局上月会议纪录显示,经济下行风险显着增加,加强市场对减息预期,三大指数均录得升幅收市,纳指更创出收市新高。美元表现回落,美国十年期债息维持於2.06厘水平,金价及油价表现向好。港股预托证券大致向上,预料大市早段跟随外围高开。内地股市持续向下,市场继续观望中美贸易谈判进展及六月份经济数据表现,沪综指收市下跌0.4%,沪深两市成交额萎缩至3,316亿元人民币。

港股继续窄幅波动,成交亦显着减少,市场观望联储局月底议息会议结果,以及中美贸易谈判消息,预料短期指数维持於28,000至28,600点水平上落。

另外,据中国乘用车市场讯息联席会消息,内地6月广义乘用车零售销量达180万辆,按年增长4.9%,为13个月来首次按年增长。不过,业界认为6月各大车厂降价清库存带动成长,下半年车市不能太过乐观。对於6月车市回暖,与很多地区率先采用「国六」排放标准有很大关系。如果国五车在7月1日以前不能挂牌,那麽汽车就没有办法销售,很多经销商及厂家为降低国五的库存,在很多地区都大幅降价促销。

降价化解库存虽然提振销量,但对於车厂盈利的正面效果有限。未有更多补贴政策出台前,汽车行业仍面临一段困难时期。

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