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郭家耀: 新經濟股走弱拖累大市 新能源車產業整頓產能
獨立股評人郭家耀稱,美股周一(13日)反彈,能源股造好帶動道指及標普500指數扭轉近日跌勢,科技股反覆偏軟,納指錄得輕微跌幅收市。美元走勢向好,油價表現向上,金價走勢靠穩,美國十年期債息回落至1.32厘水平。港股預託證券個別發展,預料大市早段缺乏方向。內地股市向好,滬綜指低開高走,收市上升0.3%,滬深兩市成交額繼續活躍。 港股昨日顯著下滑,大市受新經濟股走勢拖累,指數失守26,000點水平,低見25,500點附近,其後略為反彈,大市成交繼續活躍。市場繼續關注監管政策消息,預料市況表現繼續審慎,指數維持於25,500至26,500點水平上落。 另內地積極鼓勵新能源車產業發展,不過快速擴張卻帶來產能過剩問題。國家監管部門正考慮制定新措施,設定新能源汽車行業的最低產能利用率指標,未達到最低產能利用率的省份,在過剩產能投產之前,將不被允許新增產能,並計劃透過引導,把資源更有針對性地投向內地主要生產地區。此舉是要引導車企,進入內地目前產能尚未被充分利用的地區,同時讓前幾年建成但現已冗餘的汽車工廠退出。消息對擁有技術優勢,而且出貨量持續大幅上升的車廠而言屬利好,因市場供應受控,更有利搶佔市場份額。 (本人沒持有上述股份)~
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