郭家耀: 外圍科技股捱沽港股或下試27,500 電子煙行業長遠前景仍樂觀
正榮金融業務部副總裁郭家耀稱,美股周三(24日)先升後回,大市早段向好,道指一度急升超過300點,其後科技股普遍受壓,三大指數由升轉跌,納指更以全日低位收市。美國收緊退市規則,市場憂慮中概股退市風險,普遍急挫。美元走勢持續向好,美國十年期債息回落至1.61厘水平,金價走勢靠穩,油價低位顯著反彈。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市走勢向下,滬綜指收市下跌1.3%,滬深兩市成交額繼續低迷。
港股連日調整,指數跌穿28,000點支持,成交亦有所增加,顯示投資者對後市態度審慎。藍籌股跌幅全面,業績消息未有為股價帶來支持,外圍科技股繼續遇到沽壓,市場繼續憂慮內地對新經濟行業監管消息,不利短期大市走勢。預料指數或進一步下試27,500點支持,28,200點成為短期阻力位置。
另工信部及國家煙草專賣局就修改《中華人民共和國煙草專賣法實施條例》公開徵求意見,擬將電子煙等新型煙草製品的監管參照卷煙有關規定執行。兩部門在徵求意見稿的說明中表示,鑒於電子煙等新型煙草製品與傳統卷煙在核心成分、產品功能、消費方式等方面具有同質性,對電子煙等新型煙草製品應當參照實施條例中關於卷煙的有關規定執行。這也與國際上主要國家和地區對於電子煙等新型煙草製品的監管方式一致。說明並稱,將電子煙等新型煙草製品參照實施條例中關於卷煙的有關規定執行,將大幅度提升電子煙監管效能,有效規範電子煙生產經營活動,解決電子煙存在的產品質量安全風險、虛假廣告等問題,切實保障消費者合法權益。受監管消息影響,相關股份大幅調整,但監管規則清晰後,更有利市場發展,長遠前景仍樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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