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郭家耀: 外圍受壓港股料反覆 中海油(00883.HK)回A利估值
阿思達克 09-29 10:38
獨立股評人郭家耀稱,美股隔晚(28日)大幅下滑,美國長債利率顯著上升,拖累大市氣氛,科技股跌勢最為顯著,三大指數均錄得明顯跌幅收市。美元走勢向好,美國十年期債息上升至1.55厘水平,金價顯著下滑,油價先升後回軟。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。內地股市低開高走,滬綜指收市上升0.5%,滬深兩市成交額顯著縮減。 港股跟隨內地股市向好,指數一度重上24,600點水平,其後升幅收窄,大市成交維持清淡。外圍走勢受壓,對港股構成一定影響,投資者態度保持審慎,預料指數繼續於24,000至25,000點水平上落。 另中海油(00883.HK)公布擬申請A股發行上市,公開發行不超過26億股人民幣股份,佔擴大後股本約5.5%,募集資金不超過350億元人民幣,將用於包括圭亞那Payara油田開發項目、流花油田二次開發項目、陸豐油田群區域開發項目等。集團及主承銷商可行使超額配股權,超額配發最多為人民幣股份發行初始規模15%的人民幣股份。近月油價由低位反彈,利好上游開發企業盈利,加上回歸A股有助帶動估值,短線有利股價表現。 (本人沒持有上述股份)~
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