郭家耀: 投资者观望中东局势 港股料维持28,000至28,800区间上落
正荣金融业务部副总裁郭家耀称,美股周一(6日)先跌後反弹,市场忧虑中东局势发展,道指一度急挫逾200点,其後低位有趁低吸纳,大市由跌转升,三大指数均录得温和升幅收市。美元走势偏软,美国十年期债息微升至1.90厘水平,油价升势略为回顺。港股预托证券大致向好,预料大市早段跟随高开。内地股市高位反覆,人行降准落实执行,带动沪综指一度重上3,100点水平,其後受外围走势拖累,收市录得轻微跌幅,沪深两市成交额进一步增加至8,041亿元人民币。
港股跟随外围显着回吐,市况受地缘政局消息拖累,指数一度低见28,000点水平,收市跌幅略为收窄,成交继续保持活跃。外围市况略为喘定,预料有助大市暂时企稳。投资者继续观望中东局势发展,指数短线维持於28,000至28,800点水平上落。
另外电报道指,港交所(00388.HK)与网易、携程等中概股就二次上市进行洽谈,消息指港交所管理层已与两家公司就二次上市事宜举行会面。市场憧憬中概股或掀起回港上市潮,中概股在美国集体暴涨。港交所允许内地企业以第二上市形式在港挂牌,设置门槛颇高,必须在世界认可主要市场上市,其次是市值不少於400亿元,或市值不少於100亿元及最近一年度收益至少10亿元。
目前符合第二上市新规要求的中概股约有30家,当中包括投资者熟悉的京东及百度。预料今年陆续将有更多中概股回归,对大市交投肯定有正面影响,港交所将是主要受惠者。
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