郭家耀: 科网续强势港股料战25,200 友邦(01299.HK)内地增长料加快
正荣金融业务部副总裁郭家耀称,美股周二(23日)继续上升,科网巨企齐创新高,带动大市向上,三大指数均录得升幅收市。美元走势偏软,美国十年期债息回升至0.71厘水平,金价继续向好,油价高位略有回吐。港股预托证券大致偏软,预料大市早段跟随低开。
内地股市先跌後回升,沪综指收市上升0.1%,继续企稳2,900点水平,沪深两市成交额保持活跃。
港股表现强势,早段一度受中美贸易关系转趋紧张消息影响,大市一度急挫,其後美方澄清有关消息,市况显着回升。在科网巨企带领下,大市进一步挑战近月高位,逼近25,000点水平,成交继续保持活跃。预料科网股持续强势下,大市有望挑战25,200点阻力,下方支持在24,000点水平。
另中银保监日前宣布友邦保险(01299.HK)将内地分支机构改建为友邦独资人寿保险子公司的申请已经获批,成为首家外资独资人身保险公司,其注册资本为37.8亿元人民币。友邦表示将着手申请以在内地其他区域设立附属於子公司的分支机构。
过往由於法例限制,友邦於内地拓展业务面临不少制肘,令其於中国的版图只限於北京、上海、深圳等七个城市。申请获批後,友邦在内地发展可望加快,增加分支机构的行动亦将启动,首批分公司或选择落户於四川、山东、安徽、浙江、湖北、河南等地。
投资方面,过往友邦中国的分支机构需分别设立各自的投资账户,以管理保险资金,现时各分支机构的保险资金可统一投资管理,令资金可享更大的规模效应,而且可涉足更多的投资资产,有助匹配保单需求,增加公司设计产品的灵活度。
(笔者为证监会持牌人,没持有上述股份)~
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