郭家耀: 外围续不明朗港股观望 港交所(00388.HK)获MSCI授权利好
正荣金融业务部副总裁郭家耀称，美股上周五(6月1日)个别发展，美国总统特朗普发表讲话，对华言论温和，大市由低位显着反弹，科技股表现较佳。美元表现偏软，美国十年期债息回落，油价表现向好，金价亦由低位反弹。港股预托证券大致向好，预料大市早段跟随高开。
内地股市上周五(5月29日)表现偏软，沪综指低开高走，收市下跌0.2%，沪深两市成交额维持相若水平。
港股走势反覆向下，市场继续忧虑中美关系进一步恶化，拖累大市表现，指数续於23,000点水平好淡争持，大市成交则因MSCI换马生效而保持活跃。外围短期走势持续不明朗，今周将有多项经济数据公布，预料大市继续保持观望气氛，指数维持於22,500至23,500点水平上落。
另港交所(00388.HK)日前宣布，旗下香港期货交易所已与MSCI签订协议，港交所获MSCI授权未来10年在香港推出相关期货及期权产品，推出时间有待监管机构批准及视乎市况而定。MSCI同意授权期交所使用MSCI亚洲地区及新兴市场股票指数，初步推出37只期货及期权合约。新的期货及期权产品包括各类亚洲及新兴市场指数，如MSCI新兴市场亚洲指数、MSCI中国自由指数、MSCI日本指数等。新交所则宣布自明年2月起，仅在MSCI新加坡指数期货及期权方面保留合作。
港交所行政总裁李小加表示，MSCI亚洲系列指数产品选择落户香港，不仅对港交所投下信心一票，更是对香港作为国际金融中心的实力和潜力投下信心票。MSCI主席兼行政总裁表示，香港有更大的客户基础，且作为大中华地区生态系统的一部分，能够连接中国内地，有充裕的流动资金池，同时亦是金融衍生产品市场的领导者，相信香港未来仍将继续是国际金融中心、资产和风险管理中心。
投行报告指出，相关MSCI产品占新交所衍生品交易量的16%，与MSCI合作可令港交所收入更多元化，加上中概股在港第二上市并进入MSCI中国指数及恒指，有助刺激衍生产品交易大幅增加，有利港交所的收入和盈利上升。市场关心港交所何时推出MSCI中国A股指数期货，目前新交所的富时中国A50指数期货，日均交易额达50亿美元，反映海外投资者对A股期货需求甚大，届时若港交所开通A股期货合约，将会带来显着收入提升。
(笔者为证监会持牌人，没持有上述股份)~
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