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郭家耀: 中資金融股帶領大市向上 料恆指有望衝破27,000點阻力
阿思達克 11-30 09:37
正榮金融業務部副總裁郭家耀稱,美股上週五感恩節假期後懂得半日市,疫情消息未有影響大市氣氛,美國進入購物消費旺季,帶動大市向上,三大指數均錄得升幅收市,納指及標普500指數更創出歷史新高。美元走勢持續偏軟,美國十年期債息回落至0.84厘水平,金價表現繼續受壓,油價高位亦有回吐。港股預託證券個別發展,預料大市早段缺乏方向。內地股市回穩,滬綜指窄幅上落,收市上升1.1%,重上3,400點水平,滬深兩市成交額繼續縮減。港股繼續維持反覆向好形態,指數再度上試27,000點阻力,成交則略為減少。外圍氣氛維持良好,中資金融股帶領大市向上,新經濟股表現亦靠穩,有利後市發展。預料指數有望衝破27,000點阻力,下方支持在26,200點附近。

胡潤百富發布2020年中國500強民營企業,今年上榜門檻為230億元人民幣,較去年提高90億元人民幣。胡潤中國500強民營企業上榜企業總價值達到56萬億的歷史新高,較去年增加20萬億,相當於去年中國GDP的近六成。企業平均市值1,100億元,較去年增長390億元,增幅55%。騰訊(00700.HK)市值較去年上漲2萬億元人民幣,以4.98萬億首次成為中國價值最高民營企業。阿里巴巴以4.78萬億價值排第二,較去年增長25%。美團(03690.HK)價值增長3倍,超過中國平安(02318.HK)和螞蟻集團,以1.63萬億進入前三。電訊設備商華為價值則下跌8%至1.1萬億,排名第七。兩家電商新進前十,包括拼多多價值增長4倍,達1.14萬億,從去年第14位上升至第6;京東(09618.HK)價值增長3倍,達9,960億元,從去年第12位上升至第8。排名顯示新經濟股繼續獨領風騷,市值增長最快之餘,佔全國GDP比例亦相當高,成為經濟重要支柱。

(筆者為證監會持牌人仕,沒持有上述股份)~

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