郭家耀: 中美关系压抑短期市况 中资科网海外发展蒙阴影
正荣金融业务部副总裁郭家耀称,美股上周五(7日)个别发展,美国上月非农业职位数据表现胜预期,有助大市气氛,市场忧虑中美关系持续紧张,拖累科技股表现逆市向下,三大指数收市升跌不一。美元低位大幅反弹,金价高位显着受压,油价表现亦受压,美国十年期债息回升至0.56厘水平。港股预托证券普遍偏软,预料大市早段跟随低开。
内地股市反覆下挫,市场忧虑中美关系持续紧张,沪综指收市下跌1%,继续稳守3,300点水平,沪深两市成交额维持万亿元人民币以上水平。
港股走势向下,美国总统特朗普签署行政命令,封杀中资科技公司,大市气氛受到影响,指数一度急挫超过700点,收市跌幅有所收窄。短期大市气氛继续受中美关系影响,投资者亦关注科技股中期业绩消息,预料指数维持於24,000至25,000点水平上落。
另美国国务卿蓬佩奥表示,TikTok及微信等中国应用程式危害美国公民的数据安全,华府希望不被信任的中国软件从美国应用程式商店下架。国务院将与商务部及其他美国政府部门着手,限制中国云端服务商的能力,避免包括阿里巴巴(09988.HK)、百度、中国移动(00941.HK)、中国电信(00728.HK)及腾讯(00700.HK)等控制的云端服务商接触、收集、储存及处理与美国有关的敏感资料。华府相关政策将不利中国科网企业海外发展,限制进一步增长空间,市场观望美国总统大选後情况能否有所改变。
(笔者为证监会持牌人,没持有上述股份)~
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