郭家耀: 外围乏方向港股争持 中移动(00941.HK)回A料反应佳
正荣金融业务部副总裁郭家耀称,美股上周五(21日)个别发展,经济数据表现理想,带动传统类股份向上,道指录得过百点升幅收市,科技股走势偏软,标普500指数及纳指收市录得轻微跌幅。美元低位略为反弹,金价及油价表现向好,美国十年期债息维持於1.62厘水平。港股预托证券普遍偏软,预料大市早段跟随低开。
内地股市走势向下,沪综指高开低走,收市下跌0.5%,沪深两市成交额略为缩减。
港股上周五好淡争持,大市继续受外围走势影响,投资者憧憬恒指纳入更多股份为成份股,惹来个股出现炒作。外围走势未有方向,投资者观望宏观经济消息及央行动向,预料短期市况维持上落局面,指数继续於28,000至29,000点水平徘徊。
另中移动(00941.HK)日前公告计划申请A股上市,发行不超过9.65亿股。中移动表示通过回归A股,将有助打造功能互补、良性互动、资源共享、融通发展的新型合作机制,加速数智化纵深布局,繁荣数智化合作生态,与股东、客户、产业共享数字红利。中移动计划打造品质一流新型基础设施,加速布局新一代信息技术,推进信息技术与经济社会民生的深度融合,开拓数字经济新蓝海,全力推动数智化转型。
今次发行将引入战略投资者,助力打造功能互补、良性互动、资源共享、融通发展的新型合作机制,加速数智化纵深布局,繁荣数智化合作生态,与股东、客户、产业共享数字红利。回归A股亦有助於进一步完善公司治理结构和决策机制,提升治理水平,探索建立更灵活激励机制,提高企业效率。预料中移动回归内地市场,将获得理想反应,有利股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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