郭家耀: 港股成交清淡料续反覆 内地汽车龙头前景看俏
正荣金融业务部副总裁郭家耀称,美股周二(15日)表现向上,市场憧憬纾困法案即将落实,加上总统大选结果已定,以及疫苗消息缓和疫情,均利好市场情绪,三大指数均录得升幅收市,纳指更创出历史新高水平。美元走势向好,美国十年期债息回升至0.91厘水平,金价及油价亦大致向好。港股预托证券普遍造好,预料大市早段跟随外围高开。
内地股市窄幅偏软,沪综指收市下跌0.1%,沪深两市成交额继续清淡。
港股表现继续向下,大市受外围走势影响,加上龙头科技股受监管消息拖累,整体市况反覆偏软,成交亦保持清淡。预料大市短期仍难走出上落局面,继续於26,000至26,500点水平徘徊。
另中国汽车工业协会数据显示,内地11月份汽车销量277万辆,按年增长12.6%,按月升7.6%。新能源汽车销量20万辆,按年上升1.05倍。期内汽车产量284.7万辆,按年上升9.6%,按月上升11.5%。今年首11个月,累计汽车销量2,247万辆,按年下跌2.9%,产量2,237.2万辆,减少3%,跌幅较首10个月分别收窄1.8和1.6个百分点。
事实上,内地汽车产销已连续8个月增长,其中销量7个月增速在10%以上。中汽协预计2020年全年汽车总销量预计将达2,530万辆,按年减少约2.0%,其中乘用车销量预计2,020万辆,按年减少约6.0%,商用车销量510万辆,按年增长18%,新能源汽车销量130万辆,按年增长约8%。行业态势将有利行业龙头及新能源车厂发展,前景继续看好。
(笔者为证监会持牌人,没持有上述股份)~
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