郭家耀: 長債孳息再升美股受壓 港股短期料受制30,000阻力
正榮金融業務部副總裁郭家耀稱,美股周三(3日)表現向下,美國長債孳息再度向上,逼近1.5厘水平,觸發市場出現拋售,科技股顯著受壓,三大指數均錄得跌幅收市。美元走勢向上,美國十年期債息高見1.49厘水平,金價反覆受壓,油價則表現向好。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。
內地股市造好,市場憧憬定向降準或於短期內落實,滬綜指先跌後回升,並以接近全日高位收市,上升近2%,滬深兩市成交額繼續保持清淡。
港股跟隨內地股市向好,指數一舉收復多條移動平均線水平,但成交未能配合,維持近日低水平。外圍走勢再現波動,市場繼續關注息口上升情況,對科技股估值有較大影響,預料指數短期將受制於30,000點關口阻力,下方支持在29,000點水平。
另中國有贊(08083.HK)公布私有化計劃,並將有贊科技以介紹形式主板上市。剝離低毛利的支付業務,對整體業務毛利率有提升作用,並更聚焦SaaS業務發展。另外,成功在主板掛牌後,以有贊科技的市值評估,將很可能被納入港股通標的,屆時對流動量及估值有正面幫助,並進一步擴闊投資者基礎。今次私有化及重組計劃屬多贏方案,值得股東支持。
(筆者為證監會持牌人,沒持有上述股份)~
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