郭家耀: 腾讯(00700.HK)大股东配股短线利淡 港股料28,000有较大支持
正荣金融业务部副总裁郭家耀称，美股周三(7日)窄幅上落，三大指数收市个别发展，标普500指数再创收市新高，道指及纳指则轻微偏软。联储局公布3月份议息会议纪录，重申继续推行宽松货币政策，有助大市气氛。美元反覆向好，美国十年期债息回升至1.67厘水平，金价及油价走势偏软。港股预托证券普遍偏软，预料大市早段跟随低开。
内地股市反覆偏软，沪综指收市下跌3点，沪深两市成交额增加至7,400亿元人民币水平。
港股昨日先升後跌，指数一度高见29,100点水平，其後新经济股及金融股受压下，大市由升转跌。收市後传出腾讯(00700.HK)大股东配售股份消息，短线利淡大市表现，预料指数在28,000点有较大支持，反弹阻力在29,000点附近。
另港交所(00388.HK)就完善海外发行人上市制度改革谘询市场，建议简化海外发行人来港上市制度，统一股东保障标准，确保所有投资者得到一致的保障，同时扩阔第二上市制度，容许经营传统行业而没有采用不同投票权(WVR)架构的海外上市的大中华公司申请上市，并给予双重主要上市的发行人更大灵活性，可沿用既有的WVR架构及可变利益实体(VIE)架构。
根据建议，未来申请第二上市，且无采用WVR架构的中资概念股，将放宽至所有企业，不再规限於「创新产业公司」，惟WVR中概股仍要证明其属「创新产业公司」。同时上市时最低市值要求也有所降低，目前要求是最低市值400亿元，或者是最近一个财年收益至少10亿元及100亿元市值。建议优化後，要求被降低至上市时市值100亿元或具5个财年纪录及市值至少30亿元，惟在合资格交易所上市至少两个财年的规定不变。
另外，建议同时给予双重主要上市的发行人更大灵活性，计划来港作双重主要上市的「获豁免的大中华发行人」及「非大中华发行人」，将可保留既有的WVR及VIE架构，毋须为完全符合《上市规则》及指引而改变架构。港交所相信，这次提出简化相关规定及优化上市制度的建议，将吸引更多希望从香港的高流动性金融市场受益的国际与中国内地公司，同时确保维持香港市场的质素和高水平的股东保障制度。有关建议将有助更多中概股回流挂牌，对提升整体交投量及维持港交所集资地位有正面帮助。
(笔者为证监会持牌人，没持有上述股份)~
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