郭家耀: 港股反覆整固後料续升 倘MSCI扩容A股料利港交所
正荣金融业务部副总裁郭家耀称,美股上周五(11日)表现向好,最新数据显示药物有效降低肺炎死亡率,有助舒缓市场紧张情绪,科技股继续向好,纳指再创新高,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0.63厘水平,油价表现向好,金价略为受压。港股预托证券走势向上,预料大市早段跟随外围高开。
内地股市连日上升後有回吐,沪综指失守3,400点水平,下跌1.9%,沪深两市成交额继续超过1.5万亿元水平。中证监加强监察场外配资,为市场近日炽热气氛降温,但整体走势仍维持反覆向上格局。
港股受外围消息影响反覆向下,跌穿牛熊分界线水平,成交继续保持活跃。外围走势向好,港元持续偏强,显示资金流入情况未有转变。预料短期反覆整固过後,大市仍有力再度上升,指数预计短线维持於25,500至26,200点水平上落。
另MSCI去年完成扩大A股权重纳入因子至20%後,重申A股若要进一步增加权重,需要解决四项议题,并且再举行公开谘询。MSCI当时提及的议题包括在沪深港通应用国际市场常用的综合交易账户机制,令多个终端客户账户可统一下单交易。港交所(00388.HK)早前公布计划推出沪深港通改良措施-SPSA集中管理服务,允许基金经理汇总多个基金的可出售结余,用於北向交易监控。内地消息指,有关服务可在短期内落实,便利海外机构投资者投资A股。近期港股及A股交投气氛转热,南向港股通、北向沪股通和深股通都创出开通以来交易新高,若日後能进一步调升A股纳入因子,相信交投将更加炽热,有利港交所收入表现。
(笔者为证监会持牌人,没持有上述股份)~
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