郭家耀: 港股區間上落成交清淡 國策利好風電及光伏板塊
正榮金融業務部副總裁郭家耀稱,美股周三(16日)個別發展,美國國會就新紓困方案接近達成協議,聯儲局公佈議息結果,保證經濟復甦前維持低利率環境,均有利大市氣氛,道指反覆偏軟,科技股走勢強勁,標普500指數及納指造好。美元反覆靠穩,美國十年期債息回升至0.92厘水平,金價及油價亦溫和向好。港股預託證券個別發展,預料大市早段變動不大。
內地股市個別發展,滬綜指收市錄得輕微跌幅,滬深兩市成交額持續低迷。
港股跟隨外圍反彈,整體反彈動力不強,指數在區間徘徊,成交亦保持清淡。大市氣氛仍然謹慎,指數未有太大進展,繼續於26,200至26,800點水平上落。
另國家主席習近平在氣候雄心峰會宣布,到2030年,中國單位GDP二氧化碳排放將較2005年下降65%以上、非化石能源佔一次能源消費比重將達到25%左右、森林蓄積量將較2005年增加60億立方米。風力發電及太陽能發電的總裝機容量將達到12億千瓦以上。「十四五」在新能源方面的規劃將明顯加速,對相關風電及光伏股份可帶來持續刺激。
(筆者為證監會持牌人,沒持有上述股份)~
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