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郭家耀: 科技股显着调整 港股或下试24,000
阿思达克 07-27 10:13
正荣金融业务部副总裁郭家耀称,美股上周五(24日)表现向下,市场关注中美关系转差,加上科技股受压,拖低大市表现,三大指数均录得跌幅收市。美元走势持续向下,美国十年期债息维持於0.58厘水平,金价表现向好,冲破1,900美元水平,油价亦反覆收高。港股预托证券大致向好,预料大市早段温和高开。

内地股市急跌,中美关系持续紧张,市场气氛转趋审慎,沪综指收市下跌3.8%,失守3,200点水平,沪深两市成交额继续超过万亿元人民币水平。

港股表现向下,受外围走势拖累,加上科技股显着调整,拖累大市表现,成交亦有所增加。外围走势持续不明朗,投资者继续关注中美局势发展,预料短期指数或下试24,000点支持,上方阻力下移至25,200点附近。

另中石化冠德(00934.HK)日前公布向国家管网公司出售中石化榆济管道100%股权,其通过拥有的唯一核心资产榆林-济南管道从事天然气管道运输业务,现金代价32.2亿元人民币(下同)。估计出售录得除税前收益约9.66亿元。所得款项拟用於改善财务状况及补充营运资金,并进一步发展原油码头和储存业务,力争早日将公司打造为国际一流石化仓储物流企业。今次为国家管网公司首次正式公布的交易,展开了市场期待已久的中国油气行业改革。今次交易的市账率为1.4倍,市盈率为18.6倍,并且为全现金交易。市场预计昆仑能源(00135.HK)可能在短期内公布分拆详情,将有利估值回升。

(笔者为证监会持牌人,没持有上述股份)~

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