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郭家耀: 港股自低位飆逾3,000點短期料整固 電子煙規管收緊利淡行業銷售
安里資產管理董事總經理郭家耀稱,美股周四(17日)反覆向好,市場消化聯儲局加息消息,投資者繼續觀望俄烏發展,大市反覆向上,三大指數均錄得升幅收市。美元走勢回落,美國十年期債息微跌至2.17厘水平,油價顯著反彈,金價表現亦向好。港股預託證券普遍向下,預料大市早段跟隨低開。 內地股市向好,滬綜指高開高走,收市上升1.4%,滬深兩市成交額增加至1.28萬億元人民幣水平。 港股連日反彈,新經濟股及內房股顯著向好,金融股表現向上,帶動指數由低位急升超過3,000點,大市成交保持活躍。由於近日累積升幅較大,預料短期有技術整固,投資者繼續觀望外圍局勢發展以及內地政策消息,預料指數在十天線20,500點水平有較大支持,上方阻力在二十天線21,800點水平。 另國家煙草專賣局近日發布《電子煙管理辦法》,進一步加強電子煙等新型煙草製品監管,規範市場秩序,保障人民健康安全,促進產業治理法治化、規範化,自5月1日起施行。《辦法》提及禁止向未成年人出售電子煙產品;禁止利用自動售貨機等自助售賣方式銷售或者變相銷售電子煙產品;建立全國統一的電子煙交易管理平台,依法取得煙草專賣許可證的電子煙生產企業、霧化物生產企業、電子煙用菸鹼生產企業、電子煙批發企業、電子煙零售經營主體等應當通過電子煙交易管理平台進行交易等。同時,公開徵求對《電子煙》國家標準(二次徵求意見稿)的意見,口味明確僅限煙草風味。據了解,電子煙門店非煙草口味的產品銷售佔比在90%以上,而煙草口味則排在數十名開外。因此,電子煙最大的吸引力就是各種不同口味,如今多款口味不再,對行業銷售前景造成負面影響,相關股份宜保持觀望。 (筆者為證監會持牌人,沒持有上述股份)~
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