郭家耀: 地缘政局刺激油价急升 港股料26,800至27,500上落
正荣金融业务部副总裁郭家耀称,美股上周五(13日)个别发展,三大指数升跌不一,道指连升八个交易日,科技股走势偏软,纳指录得温和跌幅收市。美元略为下滑,美国十年期债息回升至1.89厘水平,金价继续回落,沙地阿拉伯主要石油设施遭到攻击,刺激油价显着急升。港股预托证券大致偏软,预料大市早段跟随低开。港股上周反覆向好,指数逼近250天线水平,但成交大幅减少。
今周市场焦点放在中美贸易高级别会谈进展,以及美国联储局议息结果,地缘政局消息引致油价波动亦属投资者焦点,众多因素影响下,预料大市维持於26,800至27,500点水平上落。
另中汽协发布8月份汽车产销数据,8月份新能源汽车产销环比小幅增长,同比依然下降。当月产销完成8.7万辆和8.5万辆,环比增长2.9%和6.4%,同比下降12.1%和15.8%。在新能源汽车主要品种中,纯电动汽车产销比上月呈较快增长,插电式混合动力汽车下降依然明显。
分车型看,其中新能源乘用车产销分别约8.2和8万辆,环比增长15.4%和19%。新能源商用车产销分别约5,000辆和约6,000辆,环比下滑61.2%和57.9%。在这其中纯电动乘用车产销分别为6.8和6.3万辆,环比增长31.8%和30.7%,插电式混合动力车产销分别为1.4万和21.6万辆,环比下降28.7%和11.5%。行业整体仍然呈下降趋势,早前补贴政策调整严重透支新能源汽车市场的需求,目前仍需要一段长时间的过渡期以作调整。
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