郭家耀: 政局不明港股短期料震荡 中概股回归利港交所(00388.HK)
正荣金融业务部副总裁郭家耀称,美股周一(25日)假期休市,道指期货表现向好,预料大市早段跟随高开。油价走势向上,避险情绪降温,金价稍为回落。
内地股市温和向好,市场观望外围政局消息,投资气氛较为审慎,沪深两市成交额显着缩减。
港股表现回稳,大市低位找到支持,但个别版块表现差异甚大,成交保持活跃。市场继续关注中美关系情况及本地社会局势变化,预料大市短期仍有震荡,指数继续於22,500至23,500点水平上落。
美国参议院日前通过法案,指明在美国上市的公司,若财务报告采用海外会计准则,以致美国的上市公司会计监督委员会无法加以核实的话,公司必须向上市公司会计监督委员会提交相关认证。若上市公司会计监督委员会连续三年无法为上市企业进行核数,这些企业将被禁止在美国证券市场上市,亦不能向美国投资者募集资金。有关法案仍需待众议院通过,以及呈交总统签署成为法例。根据中证监规定,中国境外上市公司的审计文件必须在中国大陆持有,外国监管机构不得审查。由於最近一些在美国上市的中国公司中涉嫌账目违规的案例,令美国监管机构对此问题日益关注。
目前共有233家中概股以ADR形式在美国上市,总市值约为1.03万亿美元,平均每天总成交额约为81亿美元。根据投行估计,美国投资者目前持有价值3,500亿美元的中概股,约占整体中概股市值的三份之一。根据香港目前的上市框架建议,若在港第二上市公司的交投量超过其环球交易总量的55%,该公司可将香港改成为主要上市地区。在中美紧张局势再次升级的背景下,今次法案一旦落实将会加速中概股回归本港,港交所(00388.HK)肯定是主要受惠者。
(笔者为证监会持牌人,没持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.