郭家耀: 汇控停派息全球疫情扩 港股料下试22,500
正荣金融业务部副总裁郭家耀称，美股周三(1日)继续大幅向下，美国总统特朗普警告未来两周肺炎疫情相当严峻，加上油价持续下滑，拖累大市气氛，尾市跌幅进一步加剧，三大指数均录得显着跌幅收市。美元走势向上，美国十年期债息回落至0.6厘水平，油价表现持续偏软，金价低位则有反弹。港股预托证券普遍向下，预料大市早段跟随外围低开。内地股市表现向下，3月份财新PMI表现理想，未有对市况带来太大刺激，沪综指高开低走，收市下跌0.5%，沪深两市成交额持续低迷。
港股表现偏软，外围走势向下，加上汇控暂停派息，均不利大市表现。全球肺炎疫情未有受控迹象，市场继续忧虑对宏观经济带来明显打击，港股难免亦受拖累，指数或再度下试22,500点支持，上方阻力在 23,500点附近。
另国家统计局公布3月份官方制造业采购经理人指数(PMI)为52，较上月的35.7显着回升，亦高於市场预期的45。国家统计局指，3月份疫情防控形势持续向好，生产生活秩序稳步恢复，企业复工复产明显加快。截至3月25日，全国采购经理调查企业中，大中型企业复工率为96.6%，较2月调查结果上升17.7个百分点，其中制造业企业复工率为98.7%，上升13.1个百分点。
除价格指数外，制造业采购经理指数的各分项指数均有所回升。市场供需有所改善，企业采购环比增加。生产指数和新订单指数分别为54.1和52，比上月回升26.3和22.7个百分点，生产指数高於新订单指数2.1个百分点，显示制造业产能有所恢复。采购量指数为52.7，比上月回升23.4个百分点，企业采购活动较上月活跃。政策效应逐步显现，企业预期有所回升。制造业生产经营活动预期指数为54.4，比上月回升12.6个百分点。其中，食品及酒饮料精制茶、医药、专用设备、汽车、计算机通信电子设备等制造业均高於平均水平。
新动能恢复较快，高技术制造业PMI高於总体。从重点领域看，高技术制造业、装备制造业和消费品行业PMI为55.8、54.5和52，其中高技术制造业PMI高於制造业总体3.8个百分点。
不同规模企业均有回升，大型企业复苏相对较快。大、中、小型企业PMI分别为52.6、51.5和50.9，比上月回升16.3、16.0和16.8个百分点。从市场预期看，大、中、小型企业生产经营活动预期指数分别为55.5、52.5和54，高於上月11.2、12.5和16.6个百分点。
不过，统计局官员表示，企业生产经营压力仍然较大，企业继续面对资金紧张和市场需求不足的困局，疫情仍在全球快速蔓延，世界经济贸易增长受到严重冲击，给中国经济带来新的严峻挑战。由此看来，内地制造业表现仍会有反覆，视乎环球疫情受控情况，中央亦需继续加推政策稳住就业及企业活动。
(笔者为证监会持牌人，没持有上述股份)~
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