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杨宇霆:深圳「引擎论」或显示有意升格 香港新股市场仍可分一杯羹
阿思达克 10-15 09:30
澳新银行大中华区首席经济师杨宇霆接受电台访问时表示,习近平到访深圳的讲话内容谈及的措施早前大部分已公布,认为内容主要仍是推动内地双循环发展格局等。至於他称深圳为大湾区的重要引擎,显示有意将深圳升格,但认为举措未必是针对香港,如以国家策略来看以直辖市形式则有更大自主权。

他认为粤港澳竞争关系视乎经济发展,以前深圳是缺资金,现时则是资金要找出路,值得留意的是深圳股市即使有发展但仍然非境外市场,加上债市发展贫乏,考虑到现时债券通未有南下,认为香港可在这些方面寻找机会。

他续指香港现时仍可在新股市场分一杯羹,主要因为香港仍是境外市场,至於内地打算将上海抑或深圳发展成国际金融中心则仍未知,但认为现时深圳未达到离岸市场的效果。(el/t)

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