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郭家耀: 大市累积颇大升幅 港股或下试26,000支持
阿思达克 12-01 10:32
正荣金融业务部副总裁郭家耀称,美股周一(11月30日)大幅下滑,大市在11月份录得强劲升幅,投资者在月底进行获利回吐,三大指数均录得显着跌幅收市。美元先跌後回升,金价表现向下,油价走势亦受压,美国十年期债息维持於0.84厘水平。港股预托证券普遍偏软,预料大市早段跟随外围低开。

内地股市先升後跌,沪综指早段受经济数据刺激,一度上升1.4%,其後受获利回吐影响,指数倒跌并以全日低位收市,下跌0.5%,沪深两市成交额显着增加。

港股走势跟随外围向下,指数急挫超过500点,成交亦急增至2,400亿元水平。由於大市早前累积颇大升幅,短期获利回吐压力较大,指数或下试26,000点支持,反弹阻力仍在27,000点水平。

另商务部表示明年是十四五规划开局之年,要努力开创消费促进工作新局面。要促进城市和乡村消费扩容提质,培育国际消费中心城市,高质量推进步行街改造提升,优化便民消费载体,提升电商进农村。同时要加速商品和服务消费潜力释放,稳定和扩大汽车消费,提振家电家具消费,扩大进口商品消费,促进餐饮消费,创新开展消费促进活动。国务院早前出台稳定及提振内地汽车需求措施,公布开展新一轮汽车下乡和以旧换新。政策有利内地汽车行业销售,市场预料内地汽车业明年上半年销售增长或加速至20%。永达汽车(03669.HK)日前公布收购保时捷4S店无锡永达25%及南通永达40%股权,总代价2.62亿元人民币。完成後,公司分别持有无锡永达及南通永达95%及100%股权。收购消息对永达股价有正面刺激,反映市场睇好未来豪华车销售表现。

(笔者为证监会持牌人,没持有上述股份)~

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