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郭家耀: 外圍波動港股料回試20,000關 民營內房重啓發債料利好行業
安裏資產管理董事總經理郭家耀稱,美股週三(18日)大幅調整,企業盈利未如預期,市場憂慮通脹繼續影響經濟表現,三大指數均錄得顯着跌幅收市。美元走勢向好,美國十年期債息回落至2.88釐水平,金價反覆靠穩,油價走勢回落。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。 內地股市昨日反覆偏軟,滬綜指低開低走,收市下跌0.2%,滬深兩市成交額有所縮減。 港股昨日反覆造好,指數一度高見20,700點水平,尾市升幅有所收窄,大市成交保持清淡。外圍走勢再度波動,新經濟股業績未如理想,拖累指數回試20,000點關口,20,800點成爲短期阻力。 另據報監管機構正準備協助部分民企內房發行境內債,並且替相關投資者啓用保護工具。其中,碧桂園(02007.HK)、美的置業(03990.HK)、龍湖(00960.HK)被列爲示範企業,準備本週發行新的人民幣債券,創設機構將同時發行信用違約掉期或信用風險緩釋憑證在內的信用違約保護工具。重新啓動內房民企發債,有助改善行業資金鍊緊張局面,推動項目動工,配合其他刺激需求政策,有望帶動下半年銷售回升。 (筆者爲證監會持牌人,沒持有上述股份)~
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