郭家耀: 大市累積頗大升幅 港股或下試26,000支持
正榮金融業務部副總裁郭家耀稱,美股周一(11月30日)大幅下滑,大市在11月份錄得強勁升幅,投資者在月底進行獲利回吐,三大指數均錄得顯著跌幅收市。美元先跌後回升,金價表現向下,油價走勢亦受壓,美國十年期債息維持於0.84厘水平。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。
內地股市先升後跌,滬綜指早段受經濟數據刺激,一度上升1.4%,其後受獲利回吐影響,指數倒跌並以全日低位收市,下跌0.5%,滬深兩市成交額顯著增加。
港股走勢跟隨外圍向下,指數急挫超過500點,成交亦急增至2,400億元水平。由於大市早前累積頗大升幅,短期獲利回吐壓力較大,指數或下試26,000點支持,反彈阻力仍在27,000點水平。
另商務部表示明年是十四五規劃開局之年,要努力開創消費促進工作新局面。要促進城市和鄉村消費擴容提質,培育國際消費中心城市,高質量推進步行街改造提升,優化便民消費載體,提升電商進農村。同時要加速商品和服務消費潛力釋放,穩定和擴大汽車消費,提振家電家具消費,擴大進口商品消費,促進餐飲消費,創新開展消費促進活動。國務院早前出台穩定及提振內地汽車需求措施,公布開展新一輪汽車下鄉和以舊換新。政策有利內地汽車行業銷售,市場預料內地汽車業明年上半年銷售增長或加速至20%。永達汽車(03669.HK)日前公布收購保時捷4S店無錫永達25%及南通永達40%股權,總代價2.62億元人民幣。完成後,公司分別持有無錫永達及南通永達95%及100%股權。收購消息對永達股價有正面刺激,反映市場睇好未來豪華車銷售表現。
(筆者為證監會持牌人,沒持有上述股份)~
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