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郭家耀: 憂中美關係港股料下試23,000 美團拓冷鏈倉庫配合國策
阿思達克 12-16 09:25
安里資產管理董事總經理郭家耀稱,美股周三(15日)先跌後回升,投資者早段觀望聯儲局議息會議結果,大市表現反覆,其後當局宣布維持利率不變,並提前結束買債行動,而利率點陣圖顯示明年及後年各有加息3次機會,整體符合市場預期,大市由跌轉升,三大指數均錄得升幅收市。美元反覆回落,美國十年期債息回升至1.46厘水平,金價及油價表現靠穩。港股預託證券普遍偏軟,預料大市早段跟隨低開。內地股市下跌,滬綜指低開低走,收市下跌0.3%,滬深兩市成交額繼續活躍。 港股表現持續受壓,投資者憂慮美國商務部將更多中國公司列入實體清單,市場氣氛謹慎,指數再跌至近月新低水平。投資者對宏觀經濟前景及中美關係仍有疑慮,大市短期難望大幅反彈,指數或下試23,000點支持,上方阻力在24,000點附近。 另國務院日前發布《十四五冷鏈物流發展規劃》,提出於2025年建成全國冷鏈食品追溯管理平台,實現多層次、多系統、跨區域冷鏈物流追溯閉環。規劃提出五方面工作安排,包括建立「三級節點、兩大系統、一體化網絡」融合聯動的「321」冷鏈物流運行體系、構建冷鏈物流骨幹通道、健全冷鏈物流服務體系、完善冷鏈物流監管體系;部署七方面重點任務,包括農產品產地冷鏈物流基礎、優化冷鏈物流全品類服務,以及加強冷鏈物流全鏈監管等。張江波倡議,構建「321」冷鏈物流運行體系,加快推動冷鏈物流高質量發展,充分發揮冷鏈物流在擴大高質市場供給等方面的重要作用。 分析指出冷鏈物流是減少農產品損失和食品流通浪費的重要手段,亦支撐農業規模化和產業化發展,促進農業轉型和農民增收,為協助鄉村振興的重要基礎,在雙循環中的地位十分重要。美團(03690.HK)在發展社區團購業務中,積極投入冷鏈倉庫,正好配合國家政策,發展前景樂觀。 (筆者為證監會持牌人,沒持有上述股份)~
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