郭家耀: 中概股除牌風險惹關注 港股或下試21,500
安里資產管理董事總經理郭家耀稱,美股週四顯著下滑,美國上月通脹數據升溫,市場憂慮加息步伐加快,不利大市表現,三大指數均錄得顯著跌幅收市。美元走勢回升,美國十年期債息下跌至2.31厘水平,油價表現向下,金價則反覆向好。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市下跌,上月製造業活動遜預期,滬綜指收市下跌0.4%,滬深兩市成交額有所增加。
港股表現偏軟,指數高開低走,失守22,000點水平,港股通因假期關係暫停,大市成交大幅縮減。中概股除牌風險再成市場焦點,投資者亦憂慮企業盈利前景,預料指數將下試21,500點水平,上方阻力在22,500點附近。
另國家財政部早前發布《2022年中央政府性基金支出預算表》,其中「其他政府性基金支出」內的「中央本級支出」從2021年的928億元人民幣增至4,528億元人民幣。市場預期該文件發布意味著長久以來存在的新能源發電項目補貼拖欠問題有望得到一次性解決。據媒體引述電企相關負責人表示,目前新能源發電項目欠補如何解決仍處傳聞階段,但中央確實在考慮一次性將以往欠賬的補貼發放。一次性發放拖欠補貼對企業有很大好處,可解決企業現金流不足的問題,改善財務指標及提高持續發展新能源的力度。消息若能落實,預料對新能源發電企業帶來顯著提振。
(筆者為證監會持牌人,沒持有上述股份)~
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