郭家耀: 港股破牛熊线传统板块受捧 料续强势上试26,800
正荣金融业务部副总裁郭家耀称,美股周一(6日)急升,环球市场气氛炽热,投资者继续憧憬经济持续改善,三大指数均录得显着升幅收市,纳指更创出历史新高。避险情绪降温,美元表现偏软,美国十年期债息回升至0.68厘水平,金价温和向好,油价则轻微受压。港股预托证券普遍向上,预料大市早段跟随外围高开。
内地股市持续强势,沪综指高开高走,急升超过5%,重上3,300点,沪深两市成交额急增至1.5万亿元人民币水平,创出近五年新高。
港股受外围带动下持续向上,指数突破牛熊分界线,成交急增至2,500亿元水平,短期市场风格与早前稍有不同,传统类股份受资金追捧,明显有追落後之势,新经济类股份则相对落後。预料指数可继续维持强势,有望上试26,800点水平,下方支持在25,800点附近。
另有报道指,内地正加快推进龙头券商合并的进程,根据最新提议,中国最大券商中信证券(06030.HK)的母公司中信集团将作为主收购方,收购中信建投(06066.HK)的股份。中信集团将从中信建投的国有股东中央汇金手中购买股份,从而成为中信建投的最大股东,为整合资源和运营铺平道路。
消息指相关细节仍在敲定中,正在等待中央拍板。随着中央向外资开放证券市场,容许外资控股内地券商,内地证券行业竞争格局将出现翻天覆地变化,早前已有报道指当局正考虑向部分大型国有商业银行率先试点发放券商牌照,以应对金融业加速对外开放的竞争。券商之间的合并看来亦无可避免,相信对行业估值应有刺激作用。
(笔者为证监会持牌人,没持有上述股份)~
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