郭家耀: 恆大(03333.HK)危機稍紓港股回穩 內地加快紅籌回A步伐
獨立股評人郭家耀稱,美股周四(23日)繼續向上,聯儲局暗示或加快收水步伐,消息利好金融股表現,刺激道指急升超過500點,標普500指數及納指亦錄得顯著升幅收市。美元反覆偏軟,美國十年期債息上升至1.43厘水平,金價表現向下,油價反覆向好。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,滬綜指高開高走,收市上升0.4%,滬深兩市成交額增加至1.3萬億元人民幣水平。
港股跟隨外圍反彈,指數一度高見24,800點水平,其後升幅收窄,大市成交有所增加。恆大(03333.HK)債務危機稍為紓緩,利好大市氣氛,指數有望上試25,000點阻力,下方支持在24,000點水平。
另中證監日前發布《關於擴大紅籌企業在境內上市試點範圍的公告》,表示為進一步增強資本市場包容性,支持優質紅籌企業在境內資本市場發行證券上市,助力中國高新技術產業及戰略性新興產業發展壯大。除已明確的互聯網、大數據、雲計算、人工智能、軟件和集成電路、高端裝備製造、生物醫藥行業外,屬於新一代信息技術、新能源、新材料、新能源汽車、綠色環保、航空航天、海洋裝備等高新技術產業和戰略性新興產業的紅籌企業,納入試點範圍。二是具有國家重大戰略意義的紅籌企業申請納入試點,不受前述行業限制。三是紅籌企業申請納入試點,應當符合《通知》《試點創新企業境內發行股票或存托憑證並上市監管工作實施辦法》《關於創新試點紅籌企業在境內上市相關安排的公告》等規定的其他條件。引進更多股份回歸內地上市,有利提升估值,亦有利整體大市交投更活躍,提振券商業績表現。
(本人沒持有上述股份)~
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