郭家耀: 投資者觀望中東局勢 港股料維持28,000至28,800區間上落
正榮金融業務部副總裁郭家耀稱,美股周一(6日)先跌後反彈,市場憂慮中東局勢發展,道指一度急挫逾200點,其後低位有趁低吸納,大市由跌轉升,三大指數均錄得溫和升幅收市。美元走勢偏軟,美國十年期債息微升至1.90厘水平,油價升勢略為回順。港股預託證券大致向好,預料大市早段跟隨高開。內地股市高位反覆,人行降準落實執行,帶動滬綜指一度重上3,100點水平,其後受外圍走勢拖累,收市錄得輕微跌幅,滬深兩市成交額進一步增加至8,041億元人民幣。
港股跟隨外圍顯著回吐,市況受地緣政局消息拖累,指數一度低見28,000點水平,收市跌幅略為收窄,成交繼續保持活躍。外圍市況略為喘定,預料有助大市暫時企穩。投資者繼續觀望中東局勢發展,指數短線維持於28,000至28,800點水平上落。
另外電報道指,港交所(00388.HK)與網易、攜程等中概股就二次上市進行洽談,消息指港交所管理層已與兩家公司就二次上市事宜舉行會面。市場憧憬中概股或掀起回港上市潮,中概股在美國集體暴漲。港交所允許內地企業以第二上市形式在港掛牌,設置門檻頗高,必須在世界認可主要市場上市,其次是市值不少於400億元,或市值不少於100億元及最近一年度收益至少10億元。
目前符合第二上市新規要求的中概股約有30家,當中包括投資者熟悉的京東及百度。預料今年陸續將有更多中概股回歸,對大市交投肯定有正面影響,港交所將是主要受惠者。
(筆者為證監會持牌人,沒持有上述股份)~
阿思達克財經新聞
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