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郭家耀: 疫情擴散港股或下試27,000 傳中央研內地航空業併購整合
阿思達克 02-24 10:03
正榮金融業務部副總裁郭家耀稱,美股上周五(21日)繼續下挫,市場繼續關注肺炎疫情擴散消息,避險情緒升溫,科技股受沽壓,三大指數均錄得跌幅收市。美元由高位回落,美國十年期債息跌至1.46厘水平,油價走勢偏軟,金價則繼續向好。港股預託證券個別發展,預料大市早段跟隨外圍低開。內地股市反覆向好,滬綜指低開高走,收市上升0.3%,滬深兩市成交額連日破萬億元人民幣水平。 港股走勢向下,市場憂慮疫情對經濟影響進一步擴大,指數跟隨外圍偏軟,成交繼續保持活躍。美股近日調整壓力增加,藍籌股業績未有帶來驚喜,預料指數將進一步下試27,000點支持,上方阻力在27,800點附近。 另根據外媒報道,中央正考慮採取現金注入及合併等措施,以紓緩因肺炎疫情爆發而陷入癱瘓的航空業的困境。消息人士指,其中一個方案涉及容許部分最大型的國有航空公司,吸收合併因旅遊業崩潰而最為掙扎的小型公司。至於另一可能方法為政府注資數以十億計資金用以紓困。據報現時討論仍在進行,未決定最終採用何種援助方案。 若三大國有航空公司包括東航(00670.HK)、南航(01055.HK)及國航(00753.HK)進一步鞏固行業份額,對這些龍頭公司肯定屬正面,幫助龍頭獲得市場份額,並減少競爭壓力。 (筆者為證監會持牌人,沒持有上述股份)~
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