郭家耀: 长债孳息再升美股受压 港股短期料受制30,000阻力
正荣金融业务部副总裁郭家耀称,美股周三(3日)表现向下,美国长债孳息再度向上,逼近1.5厘水平,触发市场出现抛售,科技股显着受压,三大指数均录得跌幅收市。美元走势向上,美国十年期债息高见1.49厘水平,金价反覆受压,油价则表现向好。港股预托证券大致偏软,预料大市早段跟随外围低开。
内地股市造好,市场憧憬定向降准或於短期内落实,沪综指先跌後回升,并以接近全日高位收市,上升近2%,沪深两市成交额继续保持清淡。
港股跟随内地股市向好,指数一举收复多条移动平均线水平,但成交未能配合,维持近日低水平。外围走势再现波动,市场继续关注息口上升情况,对科技股估值有较大影响,预料指数短期将受制於30,000点关口阻力,下方支持在29,000点水平。
另中国有赞(08083.HK)公布私有化计划,并将有赞科技以介绍形式主板上市。剥离低毛利的支付业务,对整体业务毛利率有提升作用,并更聚焦SaaS业务发展。另外,成功在主板挂牌後,以有赞科技的市值评估,将很可能被纳入港股通标的,届时对流动量及估值有正面帮助,并进一步扩阔投资者基础。今次私有化及重组计划属多赢方案,值得股东支持。
(笔者为证监会持牌人,没持有上述股份)~
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