郭家耀: 電荒未解港股料下試23,500 內地汽車業短期迎挑戰
獨立股評人郭家耀稱,美股周一(4日)顯著下滑,市場繼續關注聯儲局收水進度,以及通脹升溫情況,美國長債息率上升,拖累科技股下跌,三大指數均錄得跌幅收市。美元走勢偏軟,美國十年期債息回升至1.48厘水平,油價走勢持續向好,金價表現亦向上。港股預託證券普遍下跌,預料大市跟隨外圍低開。
內地股市繼續假期休市,港股昨日持續弱勢,指數一度失守24,000點水平,港股通暫停下大市成交跌至近月新低。外圍氣氛向淡,大市繼續受限電限產消息影響,加上新經濟股普遍向下,拖累大市表現,預料指數進一步下試23,500點水平,上方阻力在24,500點附近。
另中汽協表示今年首8個月內地汽車製造業實現利潤為3,438.3億元人民幣,按年上升5.5%,較首7個月升幅回落14.2個百分點,並明顯低於同期規模以上企業及製造業的升幅。中汽協指出,在晶片短缺及原材料價格上漲的雙重壓力下,第二季以來,汽車製造業主要經濟效益指標升幅及盈利水平均明顯回落,未來行業發展形勢比較嚴峻。中汽協早前公布,內地8月汽車銷量179.9萬輛,按年下跌17.8%,為連續第四個月下滑,降幅較7月擴大,主要受疫情、晶片短缺及大宗商品價格上漲等影響。預料汽車行業短期仍面臨多項挑戰,股價走勢持續反覆。
(本人沒持有上述股份)~
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