郭家耀: 港股料受制27,000阻力 城市管道燃气商受惠国策
正荣金融业务部副总裁郭家耀称,美股周一(21日)造好,中美贸易谈判有进展,加上美国企业业绩理想,提振市场气氛,三大指数均录得升幅收市。美元表现平稳,美国十年期债息回升至1.8厘水平,油价及金价走势偏软。港股预托证券大致靠稳,预料大市早段温和高开。内地股市低位反弹,沪综指先跌後回升,收市上升0.1%,沪深两市成交额维持清淡,只有3,701亿元人民币。
港股维持窄幅波动,市场继续受经济衰退忧虑困扰,指数未能进一步突破,受制於27,000点阻力。投资者继续观望外围经济消息,以及中美贸易谈判进展,预料指数维持於26,200至27,000点水平徘徊。
另日前举行的中国国际LNG和天然气峰会暨展览会上,多位业内人士表示,国家油气管网公司短期内挂牌。在此次会议上,国家油气管网公司成立後,第一阶段将被纳入的资产包括4MPA及以上的天然气管道以及附属设施、6.4MPA及以上的原油、成品油管道、部分地下储气库和LNG接收站。国家油气管网公司接管中游管道後,将开放予其他企业使用,增加内地天然气进口,促进市场竞争。
消息对内地城市管道燃气商肯定有利,采购选择增加,有助降低燃料成本,刺激终端天然气销量。
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