郭家耀: 科網續強勢港股料戰25,200 友邦(01299.HK)內地增長料加快
正榮金融業務部副總裁郭家耀稱,美股周二(23日)繼續上升,科網巨企齊創新高,帶動大市向上,三大指數均錄得升幅收市。美元走勢偏軟,美國十年期債息回升至0.71厘水平,金價繼續向好,油價高位略有回吐。港股預託證券大致偏軟,預料大市早段跟隨低開。
內地股市先跌後回升,滬綜指收市上升0.1%,繼續企穩2,900點水平,滬深兩市成交額保持活躍。
港股表現強勢,早段一度受中美貿易關係轉趨緊張消息影響,大市一度急挫,其後美方澄清有關消息,市況顯著回升。在科網巨企帶領下,大市進一步挑戰近月高位,逼近25,000點水平,成交繼續保持活躍。預料科網股持續強勢下,大市有望挑戰25,200點阻力,下方支持在24,000點水平。
另中銀保監日前宣布友邦保險(01299.HK)將內地分支機構改建為友邦獨資人壽保險子公司的申請已經獲批,成為首家外資獨資人身保險公司,其註冊資本為37.8億元人民幣。友邦表示將著手申請以在內地其他區域設立附屬於子公司的分支機構。
過往由於法例限制,友邦於內地拓展業務面臨不少制肘,令其於中國的版圖只限於北京、上海、深圳等七個城市。申請獲批後,友邦在內地發展可望加快,增加分支機構的行動亦將啟動,首批分公司或選擇落戶於四川、山東、安徽、浙江、湖北、河南等地。
投資方面,過往友邦中國的分支機構需分別設立各自的投資賬戶,以管理保險資金,現時各分支機構的保險資金可統一投資管理,令資金可享更大的規模效應,而且可涉足更多的投資資產,有助匹配保單需求,增加公司設計產品的靈活度。
(筆者為證監會持牌人,沒持有上述股份)~
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