郭家耀: 政局不明港股短期料震盪 中概股回歸利港交所(00388.HK)
正榮金融業務部副總裁郭家耀稱,美股周一(25日)假期休市,道指期貨表現向好,預料大市早段跟隨高開。油價走勢向上,避險情緒降溫,金價稍為回落。
內地股市溫和向好,市場觀望外圍政局消息,投資氣氛較為審慎,滬深兩市成交額顯著縮減。
港股表現回穩,大市低位找到支持,但個別版塊表現差異甚大,成交保持活躍。市場繼續關注中美關係情況及本地社會局勢變化,預料大市短期仍有震盪,指數繼續於22,500至23,500點水平上落。
美國參議院日前通過法案,指明在美國上市的公司,若財務報告採用海外會計準則,以致美國的上市公司會計監督委員會無法加以核實的話,公司必須向上市公司會計監督委員會提交相關認證。若上市公司會計監督委員會連續三年無法為上市企業進行核數,這些企業將被禁止在美國證券市場上市,亦不能向美國投資者募集資金。有關法案仍需待眾議院通過,以及呈交總統簽署成為法例。根據中證監規定,中國境外上市公司的審計文件必須在中國大陸持有,外國監管機構不得審查。由於最近一些在美國上市的中國公司中涉嫌賬目違規的案例,令美國監管機構對此問題日益關注。
目前共有233家中概股以ADR形式在美國上市,總市值約為1.03萬億美元,平均每天總成交額約為81億美元。根據投行估計,美國投資者目前持有價值3,500億美元的中概股,約佔整體中概股市值的三份之一。根據香港目前的上市框架建議,若在港第二上市公司的交投量超過其環球交易總量的55%,該公司可將香港改成為主要上市地區。在中美緊張局勢再次升級的背景下,今次法案一旦落實將會加速中概股回歸本港,港交所(00388.HK)肯定是主要受惠者。
(筆者為證監會持牌人,沒持有上述股份)~
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