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郭家耀: 美联储维持利率不变符预期 港股料上试25,200阻力
阿思达克 07-30 10:24
正荣金融业务部副总裁郭家耀称,美股周三(29日)表现向好,美联储议息结果维持利率不变,符合市场预期,当局重申动用所有政策工具支持经济,并维持低利率环境直至有信心经济重回正轨,鸽派言论令大市气氛向好。市场继续关注肺炎疫苗研究进展,亦有助大市回升,三大指数均录得升幅收市,科技股表现较为突出。美元持续偏软,美国十年期债息维持於0.57厘水平,油价低位回稳,金价则继续强势。港股预托证券大致向上,预料大市早段跟随外围高开。

内地股市上升,沪综指反弹2%,重上3,300点水平,沪深两市成交额亦返回万亿元人民币水平。

港股继续好淡争持,股份倾向个别发展,指数於窄幅区间波动,成交继续淡静。外围气氛改善,美元继续转弱,有利新兴市场表现。港元保持强势,显示有资金流入,预料大市有望转强,指数可上试25,200点阻力,下方支持在24,500点水平。

另中国建材(03323.HK)与其附属公司新疆天山水泥签订合作意向书,中国建材将向天山水泥出售若干水泥业务资产。天山水泥将向中国建材发行新股份,或发行新股加现金支付作价。重组完成後,中国建材预期仍将保持作为天山水泥控股股东的地位。是次公布的计划,表明集团将每个业务板块选择一个上市平台。重组完成後,天山水泥将成为中国最大的上市水泥平台,由於天山水泥的估值出现溢价,相信重组对中建材股价有正面刺激。

(笔者为证监会持牌人,没持有上述股份)~

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