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郭家耀: 中美關係壓抑短期市況 中資科網海外發展蒙陰影
阿思達克 08-10 11:04
正榮金融業務部副總裁郭家耀稱,美股上周五(7日)個別發展,美國上月非農業職位數據表現勝預期,有助大市氣氛,市場憂慮中美關係持續緊張,拖累科技股表現逆市向下,三大指數收市升跌不一。美元低位大幅反彈,金價高位顯著受壓,油價表現亦受壓,美國十年期債息回升至0.56厘水平。港股預託證券普遍偏軟,預料大市早段跟隨低開。

內地股市反覆下挫,市場憂慮中美關係持續緊張,滬綜指收市下跌1%,繼續穩守3,300點水平,滬深兩市成交額維持萬億元人民幣以上水平。

港股走勢向下,美國總統特朗普簽署行政命令,封殺中資科技公司,大市氣氛受到影響,指數一度急挫超過700點,收市跌幅有所收窄。短期大市氣氛繼續受中美關係影響,投資者亦關注科技股中期業績消息,預料指數維持於24,000至25,000點水平上落。

另美國國務卿蓬佩奧表示,TikTok及微信等中國應用程式危害美國公民的數據安全,華府希望不被信任的中國軟件從美國應用程式商店下架。國務院將與商務部及其他美國政府部門著手,限制中國雲端服務商的能力,避免包括阿里巴巴(09988.HK)、百度、中國移動(00941.HK)、中國電信(00728.HK)及騰訊(00700.HK)等控制的雲端服務商接觸、收集、儲存及處理與美國有關的敏感資料。華府相關政策將不利中國科網企業海外發展,限制進一步增長空間,市場觀望美國總統大選後情況能否有所改變。

(筆者為證監會持牌人,沒持有上述股份)~

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