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郭家耀: 外圍轉弱港股料下試26,000 交通強國綱要利好基建板塊
阿思達克 09-25 10:10

正榮金融業務部副總裁郭家耀稱,美股周二表現向下,美國總統特朗普對中方態度轉趨強硬,市場憂慮中美貿易談判前景,拖累三大指數收市下跌,科技股跌幅更為顯著。美匯走勢回落,美國十年期債息回落至1.64厘水平,避險資金流入令金價重拾升勢。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。內地股市略為回升,市場繼續受外圍消息左右,滬綜指收市上升0.3%,仍未能收復3,000點關口,滬深兩市成交額為5,481億元人民幣,較前一日略為增加。

港股走勢反覆,大市好淡爭持,成交繼續清淡。外圍表現轉弱,利淡短期走勢,預料指數有機會下試26,000點水平,上方阻力在26,800點附近。

另國務院日前印發「交通強國建設綱要」,要求各地區各部門結合實際認真貫徹落實綱要,明確提出2020年/2035年/2050年交通強國建設各階段目標。綱要提出建設現代化高質量綜合立體交通網絡的要求,指出「以國家發展規劃為依據,統籌鐵路,公路,水運,民航,管道,郵政等基礎設施建設。」

具體目標為:2020年,完成十三五規劃中各項任務,為交通強國建設奠定堅實基礎。2021年至2035年,基本建成交通強國,現代化綜合交通體系基本形成,要求城市群2小時通達,全國主要城市3小時覆蓋。 2035年至2050年成為世界前列的交通強國,強調基礎設施,技術裝備,智慧創新,綠色交通等方面領先。市場分析指,綱要的發布有利軌道交通板塊發展,交通基建工程有望持續增長,帶動基建股由目前較低估值水平反彈。

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