郭家耀: 美聯儲維持利率不變符預期 港股料上試25,200阻力
正榮金融業務部副總裁郭家耀稱,美股周三(29日)表現向好,美聯儲議息結果維持利率不變,符合市場預期,當局重申動用所有政策工具支持經濟,並維持低利率環境直至有信心經濟重回正軌,鴿派言論令大市氣氛向好。市場繼續關注肺炎疫苗研究進展,亦有助大市回升,三大指數均錄得升幅收市,科技股表現較為突出。美元持續偏軟,美國十年期債息維持於0.57厘水平,油價低位回穩,金價則繼續強勢。港股預託證券大致向上,預料大市早段跟隨外圍高開。
內地股市上升,滬綜指反彈2%,重上3,300點水平,滬深兩市成交額亦返回萬億元人民幣水平。
港股繼續好淡爭持,股份傾向個別發展,指數於窄幅區間波動,成交繼續淡靜。外圍氣氛改善,美元繼續轉弱,有利新興市場表現。港元保持強勢,顯示有資金流入,預料大市有望轉強,指數可上試25,200點阻力,下方支持在24,500點水平。
另中國建材(03323.HK)與其附屬公司新疆天山水泥簽訂合作意向書,中國建材將向天山水泥出售若干水泥業務資產。天山水泥將向中國建材發行新股份,或發行新股加現金支付作價。重組完成後,中國建材預期仍將保持作為天山水泥控股股東的地位。是次公布的計劃,表明集團將每個業務板塊選擇一個上市平台。重組完成後,天山水泥將成為中國最大的上市水泥平台,由於天山水泥的估值出現溢價,相信重組對中建材股價有正面刺激。
(筆者為證監會持牌人,沒持有上述股份)~
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