郭家耀:憂慮經濟衰退美股大跌外圍波動港股或下試24,800
正榮金融業務部副總裁郭家耀稱,美股周三(14日)大幅下挫,美國長短債孳息出現倒掛,市場憂慮經濟將面臨衰退,避險情緒升溫,三大指數均錄得顯著跌幅收市。美元走勢靠穩,美國十年期債息進一步跌至1.57厘水平,金價明顯向上,油價則受需求疲弱憂慮而急挫。港股預託證券全線向下,預料大市早段跟隨外圍低開。內地股市低位反彈,滬綜指高開低走,收市上升0.4%,收復2,800點水平,滬深兩市成交額亦略為放大。
港股先升後回,指數一度大幅反彈,其後升幅顯著收窄,成交則保持活躍。外圍走勢持續波動,投資者多抱觀望態度,預料指數有機會下試24,800點支持,26,000點水將有較大阻力。
另內地三大油企分拆石油和天然氣管道資產,以組建國家油氣管網公司,預計新公司將於9月成立。根據報道,國家油氣管網公司組建模式將參考中國鐵塔(00788.HK),以天然氣幹線管道為主,並會包括天然氣儲存庫和液化天然氣接收站;全部股份均由國資持有,按出資比例,中石油(00857.HK)持股比例將會最大。
截至2017年底,中石油營運油氣管道總里程85,582公里,其中原油管道20,359公里,佔全國的68.9%;天然氣管道53,834公里,佔全國76.2%;成品油管道11,389公里,佔全國43.2%。三大油公司完成剝離管道資產後,管網公司將獨立營運,進行上游氣源採購,為上游供應形成競爭環境,有助降低天然氣價格及獲得更穩定氣源,兩者均有利鼓勵更多工業及住宅用戶選用天然氣,對下游管道燃氣公司均屬利好。
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