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郭家耀: 科技股顯著調整 港股或下試24,000
阿思達克 07-27 10:13
正榮金融業務部副總裁郭家耀稱,美股上周五(24日)表現向下,市場關注中美關係轉差,加上科技股受壓,拖低大市表現,三大指數均錄得跌幅收市。美元走勢持續向下,美國十年期債息維持於0.58厘水平,金價表現向好,衝破1,900美元水平,油價亦反覆收高。港股預託證券大致向好,預料大市早段溫和高開。

內地股市急跌,中美關係持續緊張,市場氣氛轉趨審慎,滬綜指收市下跌3.8%,失守3,200點水平,滬深兩市成交額繼續超過萬億元人民幣水平。

港股表現向下,受外圍走勢拖累,加上科技股顯著調整,拖累大市表現,成交亦有所增加。外圍走勢持續不明朗,投資者繼續關注中美局勢發展,預料短期指數或下試24,000點支持,上方阻力下移至25,200點附近。

另中石化冠德(00934.HK)日前公布向國家管網公司出售中石化榆濟管道100%股權,其通過擁有的唯一核心資產榆林-濟南管道從事天然氣管道運輸業務,現金代價32.2億元人民幣(下同)。估計出售錄得除稅前收益約9.66億元。所得款項擬用於改善財務狀況及補充營運資金,並進一步發展原油碼頭和儲存業務,力爭早日將公司打造為國際一流石化倉儲物流企業。今次為國家管網公司首次正式公布的交易,展開了市場期待已久的中國油氣行業改革。今次交易的市賬率為1.4倍,市盈率為18.6倍,並且為全現金交易。市場預計昆侖能源(00135.HK)可能在短期內公布分拆詳情,將有利估值回升。

(筆者為證監會持牌人,沒持有上述股份)~

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