郭家耀: 長假前夕港股料反覆 教育股或面對政策不確定性
安里資產管理董事總經理郭家耀稱,美股上周五先跌後反彈,美國最新通脹數據再創近年新高,大市早段備受沽壓,道指一度急跌超過300點,其後在強勢業績股帶動下,大市顯著反彈,並以全日高位收市。美元持續向上,美國十年期債息回落至1.77厘水平,金價走勢受壓,油價溫和向好。港股預託證券大致向上,預料大市早段跟隨高開。
內地股市下跌,滬綜指高開低走,收市下跌0.9%,滬深兩市成交額維持清淡。
港股走勢持續受壓,恆指高開後反覆回落,收市下跌超過200點,成交繼續清淡。新經濟股及高估值股份遭到拋售,資金流向受惠加息的金融股。長假期在即,預料大市短期難有突破,指數將維持於23,000至24,000點水平徘徊。
另教育股連日急挫,主要由於網上流傳一份來自教育部的文件有關,文件提到禁止教育企業上市、進行併購及頻加學費。雖然多家教育股紛紛澄清網傳的文件不實,並指政府在早前公布的政策規例中,更鼓勵上市企業加大推動職業教育。不過,由於市場經歷去年義務教育行業的洗禮,投資者均不敢掉以輕心,市場信心需要官方更清晰解讀才能恢復,暫宜保持觀望。
(筆者為證監會持牌人,沒持有上述股份)~
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