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郭家耀: 債息回落道指破頂 北水流走港股料反覆
阿思達克 03-11 09:42
正榮金融業務部副總裁郭家耀稱,美股周三(10日)個別發展,債息由高位回落,利好市場氣氛,道指創出收市新高,科技股表現仍然偏軟,納指逆市向下。美元反覆回落,美國十年期債息回落至1.52厘水平,金價及油價則出現反彈。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市連日向下,滬綜指高開低走,收市微跌1點,滬深兩市成交額大幅縮減。

外圍走勢改善,帶動港股繼續反彈,指數一度重上29,000點水平,其後高位有沽盤湧現,升幅大為收窄,成交更大幅縮減,顯示市場氣氛仍然謹慎。北水有繼續流走跡象,科技股走勢偏軟,資金流入傳統類股份,預料指數繼續於28,500至29,500點水平上落。

另中匯集團(00382.HK)日前發盈喜,預期截至今年2月底止中期經調整純利按年增加不少於30%。公司表示主因期內集團旗下廣州華商學院及廣州華商職業學院在校學生人數及平均學費的增長,以及集團期內收購的四川城市職業學院及四川城市技師學院所帶來的業績貢獻。中匯透過自然增長及併購,為業績帶來持續增長動力,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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