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郭家耀: 港股料上試25,000阻力 中概股加速回歸利好港交所(00388.HK)
阿思達克 05-11 09:47
正榮金融業務部副總裁郭家耀稱,美股上周五(8日)表現向上,美國上月份非農業職位急跌,未有影響市場氣氛。投資者繼續憧憬經濟重啟,加上中美關係有緩和跡象,利好投資氣氛,三大指數均錄得顯著升幅收市。避險情緒降溫,美元走勢靠穩,金價受壓,美國十年期債息回升至0.68厘水平。市場憧憬供求失衡情況有所改善,油價顯著反彈。港股預託證券大致向好,預料大市早段跟隨外圍高開。內地股市表現向上,中美貿易關係改善,滬綜指高開高走,收市上升0.8%,滬深兩市成交額略為增加。

港股跟隨外圍向好,指數重上多條移動平均線水平,大市成交亦有所增加。市場繼續關注中美貿易關係情況,重磅藍籌股公布季績亦有助推動大市表現,預料指數有望上試25,000點阻力,下方支持在23,800點附近。

另中概股陸續回歸香港上市,繼早前傳出京東已提交來港上市申請,市傳網易亦已向港交所提交第二上市申請。阿里巴巴(09988.HK)來港第二上市後,無論成交額及股價表現均令投資者感到滿意,加上早前瑞幸咖啡財務造假事件,以及因中美關係緊張,美國當局有討論中止將聯邦僱員退休金投資於中資股的計劃,推動中概股加速回歸。目前京東及網易的市值分別達4,800億元及3,300億元,在港上市的話,可望帶動整體市場的交投,利好港交所(00388.HK)收入。

另一方面,恆指服務公司就恆指納入同股不同權、第二上市企業為成分股進行諮詢,預計月中將會有結果,若這批企業能成功染藍,將進一步增加回歸上市的吸引力,而且恆指相關產品的關注度肯定會再提升,對港交所收入亦有所裨益,前景值得樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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