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郭家耀: 關注外圍局勢中概股退市風險 港股或下試20,100支持
安里資產管理董事總經理郭家耀稱,美股周四反覆向下,俄烏兩國和談未有成果,拖累大市受壓,道指早段一度跌幅超過400點,尾市跌幅收窄。美元走勢回升,金價及油價急跌後反彈,美國十年期債息回升至1.97厘水平。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。 內地股市昨日反彈,滬綜指高開高走,收市上升1.2%,滬深兩市成交額略為縮減。 港股昨日跟隨外圍反彈,但升勢未能持續,指數在21,000點水平得而復失,成交亦有所減少。投資者繼續關注外圍局勢發展,加上中概股退市風險,市場避險情緒升溫,指數或再下試20,100點支持,反彈阻力在21,000點水平。 另碧桂園(02007.HK)早前與招商銀行(03968.HK)簽署合作協議,招商銀行將授予碧桂園150億元併購融資額度,專用於碧桂園的地產併購業務。業務品種包括但不限於併購貸款、併購基金、資產證券化,以及基於併購相關業務需求所衍生的創新類融資產品。公司表示今年房地產調控政策主基調不變,繼續保持政策的連續性和穩定性;碧桂園將繼續認真貫徹落實「房住不炒」的政策要求,通過穩健經營確保企業風險可控。 碧桂園亦公布全資附屬公司碧桂園地產,接獲由中國銀行間市場交易商協會發出的《接受註冊通知書》,內容關於擬由碧桂園地產於中國發行本金總額為50億元人民幣的中期票據,經已獲准註冊。該中期票據註冊額度自該通知書日期起計兩年內有效。碧桂園地產可在註冊有效期內分期發行中期票據。是次為碧桂園地產首次於交易商協會註冊中期票據。兩者均顯示碧桂園在融資取得理想進展,應有助減輕市場對財務壓力的憂慮。 (筆者為證監會持牌人,沒持有上述股份)~
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