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郭家耀: 港股成交清淡料續反覆 內地汽車龍頭前景看俏
阿思達克 12-16 10:46
正榮金融業務部副總裁郭家耀稱,美股周二(15日)表現向上,市場憧憬紓困法案即將落實,加上總統大選結果已定,以及疫苗消息緩和疫情,均利好市場情緒,三大指數均錄得升幅收市,納指更創出歷史新高水平。美元走勢向好,美國十年期債息回升至0.91厘水平,金價及油價亦大致向好。港股預託證券普遍造好,預料大市早段跟隨外圍高開。

內地股市窄幅偏軟,滬綜指收市下跌0.1%,滬深兩市成交額繼續清淡。

港股表現繼續向下,大市受外圍走勢影響,加上龍頭科技股受監管消息拖累,整體市況反覆偏軟,成交亦保持清淡。預料大市短期仍難走出上落局面,繼續於26,000至26,500點水平徘徊。

另中國汽車工業協會數據顯示,內地11月份汽車銷量277萬輛,按年增長12.6%,按月升7.6%。新能源汽車銷量20萬輛,按年上升1.05倍。期內汽車產量284.7萬輛,按年上升9.6%,按月上升11.5%。今年首11個月,累計汽車銷量2,247萬輛,按年下跌2.9%,產量2,237.2萬輛,減少3%,跌幅較首10個月分別收窄1.8和1.6個百分點。

事實上,內地汽車產銷已連續8個月增長,其中銷量7個月增速在10%以上。中汽協預計2020年全年汽車總銷量預計將達2,530萬輛,按年減少約2.0%,其中乘用車銷量預計2,020萬輛,按年減少約6.0%,商用車銷量510萬輛,按年增長18%,新能源汽車銷量130萬輛,按年增長約8%。行業態勢將有利行業龍頭及新能源車廠發展,前景繼續看好。

(筆者為證監會持牌人,沒持有上述股份)~

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