郭家耀: 港股短期未走出上落形態 小米(01810.HK)及美團(03690.HK)最快月底納港股通
正榮金融業務部副總裁郭家耀稱,美股周二(22日)先升後跌,英國脫歐再現不明朗因素,反壟斷調整導致科技股走勢偏軟,拖累大市表現,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回落至1.76厘水平,油價及金價低位反彈。港股預託證券個別發展,預料大市早段走勢偏軟。內地股市反覆造好,滬綜指高開高走,收市上升0.5%,滬深兩市成交額進一步減少至3,570億元人民幣。
港股繼續窄幅波動,板塊傾向個別發展,大市成交略有增加。市場觀望外圍經濟數據表現,以及中美貿易談判消息,短期未走出上落形態,預料指數繼續於26,200至27,000點水平上落。
另上交所及深交所日前分別對《滬港通業務實施辦法》及《深港通業務實施辦法》進行修訂,明確上市不同投票權架構公司股票納入港股通,自10月28日起實施。為優化內地與香港股票市場互聯互通機制,《實施辦法》明確不同投票權架構公司股票首次納入條件,括需滿足穩定交易期時長,達到一定市值及流動性要求等。
根據《實施辦法》,在流動性要求上,在港交所上市滿6個月及其後20個港股交易日;考察日前183日中的港股交易日的日均市值不低於200億元;考察日前183日港股總成交額不低於60億元。考察日是指具有不同投票權架構的公司在聯交所上市滿6個月後的第19個港股交易日。未能在上述第一項條件規定的最後一個港股交易日滿足納入條件的,則考察日為此後的恆生綜合指數成分股定期調整生效日前的第2個港股交易日。
小米(01810.HK)及美團(03690.HK)均滿足條件,最快月底可獲納入港股通名單,相信對股價及成交量有正面幫助。
(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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