郭家耀: 憂慮互聯網監管港股料受壓 友邦(01299.HK)入股中郵保險利好
正榮金融業務部副總裁郭家耀稱,美股上周五(2日)點表現向上,美國非農業新增職位數據優於預期,刺激三大指數均錄得升幅收市,標普500指數及納指更創收市新高。美元走勢回落,金價及油價表現向好,美國十年期債息回落至1.43厘水平。港股預託證券個別發展,預料大市早段溫和高開。內地股市上周五走勢向下,滬綜指低開低走,收市下跌近2%,滬深兩市成交額保持活躍。
港股連日出現跌勢,指數失守多條移動平均線水平,藍籌股跌勢全面,大市成交亦有所增加。市場繼續憂慮互聯網監管消息,短期大市氣氛難有改善,預料指數有機會進一步下試27,500點支持,上方阻力在29,000點水平。
另友邦保險(01299.HK)日前宣布計劃斥資120.33億元人民幣,認購由中國郵政集團持有的中郵人壽保險24.99%股權。市場分析指,中郵保險近年銷售高速增長,雖然母公司多番增資,但償付能力充足比率近年持續下降,引入友邦為新投資者,除補充資本外,友邦主打長期保障型產品,與中郵保險集中銷售短期分紅和投連險的策略不同,兩者可作互補。友邦的管理經驗亦有助增強中郵保險的資金運用和產品設計能力。友邦中國目前依賴銷售員模式,加入銀保銷售渠道,將可豐富客戶接觸面,提升銷售效率。市場看好雙方今次合作,可締造雙贏局面。
(筆者為證監會持牌人,沒持有上述股份)~
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