郭家耀: 觀望政策外圍 港股料徘徊27,200至28,200
正榮金融業務部副總裁郭家耀稱,美股上周五(16日)顯著下挫,通脹升溫令市場再度憂慮聯儲局收水加速,大市高開低走,尾市跌勢加劇,三大指數均錄得跌幅收市。美元走勢向上,美國十年期債息維持於1.30厘水平,油價反覆回穩,金價表現受壓。港股預託證券普遍向下,預料大市早段跟隨外圍低開。內地股市反覆偏軟,滬綜指上周五低開低走,收市下跌0.7%,滬深兩市成交額保持活躍。
港股續於28,000點水平爭持,市況受外圍表現影響,成交保持清淡。市場繼續觀望政策消息,以及外圍經濟數據表現,預料指數於27,200至28,200點水平徘徊。
另工信部日前發表《新型數據中心發展三年行動計劃(2021-2023年)》,提出用3年時間,基本形成布局合理、技術先進、綠色低碳、算力規模與數字經濟增長相適應的新型數據中心發展格局。目標是到2023年底,全國數據中心機架規模年均增速保持在20%左右。行動計劃要求推動京津冀、長三角、粵港澳大灣區、成渝等國家樞紐節點適當加快新型數據中心集群建設進度,實現大規模算力部署,滿足重大區域發展戰略實施需要。行動計劃目標在今年底,全國數據中心平均利用率力爭提升到55%以上,總算力超過120每秒浮點運算次數,並期望到2023年底,全國數據中心機架規模年均增速保持在20%左右,平均利用率力爭提升到60%以上,總算力超過200每秒浮點運算次數,高性能算力佔比達到10%。國家樞紐節點算力規模佔比超過70%。
行動計劃支持中國數據中心產業鏈上下游企業「走出去」,重點在「一帶一路」沿線國家布局海外新型數據中心,有助加強與中國海陸纜等國際通訊基礎設施有效協同,並且逐步提升全球服務能力。另外,計劃提出要引導社會資本參與新型數據中心建設,鼓勵金融機構等對新型數據中心加大支持力度,推動優秀項目參與不動產投資信託基金等投融資,亦會鼓勵符合條件的金融機構和企業發行綠色債券,支持符合條件的企業上市融資。政策支持加上雲計算需求強勁,預料數據中心行業增長保持強勁。
(筆者為證監會持牌人,沒持有上述股份)~
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