郭家耀: 市場審慎港股難彈 新能源車板塊看俏
安里資產管理董事總經理郭家耀稱,美股周四(16日)先升後跌,大市早段上揚,其後投資者重新審視息口上升對股市影響,科技股遭到拋售,拖累三大指數收市下跌,其中納指跌幅超過2%。美元走勢回落,美國十年期債息回落至1.42厘水平,金價及油價表現向好。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市反覆造好,滬綜指低開高走,收市上升0.7%,滬深兩市成交額達1.1萬億元人民幣水平。
港股連日下跌後回穩,指數一度低見23,100點,再創今年新低,其後出現技術反彈,並錄得溫和升幅收市,大市成交未見活躍。市場氣氛繼續審慎,指數短期反彈空間不大,有機會再下試23,000點支持,反彈阻力在24,000點水平。
另中國汽車工業協會預計,中國2022年汽車總銷量將達2,750萬輛,按年增長5.4%,其中新能源汽車銷量有望達500萬輛,按年急升47%。中汽協並估計,明年乘用車銷量2300萬輛,按年升8%,商用車銷量450萬輛,按年下降6%。按該會推算,今年全年汽車銷量將增加3.1%,達2,610萬輛;新能源汽車銷量急升1.5倍至340萬輛,升幅遠高於原先協會預測的四成增長。明年新能源汽車銷量繼續強勁增長,相關車廠及上游產業鏈將明顯受惠,前景仍然樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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