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郭家耀: 新經濟股續強 恆生科技指數ETF料受捧
阿思達克 08-27 09:42
正榮金融業務部副總裁郭家耀稱,美股周三(26日)繼續造好,市場憧憬聯儲局主席鮑威爾在全球央行年會將發表寬鬆貨幣政策講話,加上美國經濟數據優於預期,利好大市氣氛。科技股持續強勢,標普500指數及納指繼續破頂,三大指數均錄得升幅收市。美元走勢繼續偏軟,美國十年期債息維持於0.68厘水平,金價及油價平穩向好。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市向下,人行收水加上螞蟻集團即將在A股上市,市場擔憂資金面緊張,滬綜指收市下跌1.3%,滬深兩市成交額保持清淡。

港股表現繼續反覆,指數在窄幅波動,新經濟類股份走勢強勁,傳統類股份表現偏軟。預料不同板塊維持個別發展,指數繼續於25,000至25,800點水平上落。

另近日多家新經濟股陸續公布業績,表現均勝市場預期,帶動股價創出新高。另一方面,恆生科技指數推出後,多家發行商擬推出恆生科技指數ETF,亦成為科技股近日的催化劑。由於龍頭科網股股價屢創新高,每手入場費不菲,要投資者自己組成一個組合更是難上加難。故此,相關ETF可給予散戶機會以一個較相宜的入場費投資科網股,並達致分散組合的目的,相信有關產品推出後會受市場歡迎。

(筆者為證監會持牌人,沒持有上述股份)~

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