央行降準港股大反彈,途虎養車等互聯網公司升超5%
1月24日,中國央行行長潘功勝在北京出席國務院新聞辦公室發佈會時稱,央行將於2月5日下調存款準備金率0.5個百分點,向市場提供長期流動性約1萬億元。
受此影響,A股港股大幅反彈。截至1月24日收盤,上證指數收復2800點失地,報2820.77,當日收升1.80%;港股升幅更大,恒生指數大升3.56%收於15899.87點,恒生科技指數升4.24%。
針對近日的上升行情,香港媒體明報專家張兆聰表示,彭博社報道中央準備大規模救市,刺激港股反彈,近期跌幅愈大,反彈力度也愈強,港股見底或大致見底的機會不小。
當前,港股正處於逾15年低位,港股當前的低估值為投資者提供了許多投資機會。此前,中泰國際、交銀國際、平安證券等多家券商機構均對2024年港股市場的走勢表示看好。
中泰國際認為,2024年全球美元流動性出現邊際改善,港股企業的盈利有望築底回升,恒指的估值有條件出現修復。交銀國際預計,港股大盤短期在盈利及估值支持下,有望迎來趨勢性上升機遇。平安證券指出,2024年國內外環境有望迎來改善,港股連續三年下跌後迎來較好的投資機會。
更早之前,港交所推出了多項利好政策,來改善港股的流通和投資環境,包括增設18C章特專科技公司上市制度,為特專科技公司開闢上市通道;啟動“港幣-人民幣”雙櫃枱模式,吸引離岸人民幣資金投資港股等。
港股市場回暖之後,最受利好的將是各個領域的龍頭企業,它們通常在市場份額、技術創新等方面具備領先性,此前受累於大盤而持續被低估,一旦市場回暖也會迎來較大幅度反彈。
這既包括阿里、美團、快手、小米等大型互聯網企業,也包括近年以港股第一股身份上市的細分賽道龍頭,如2023年上市的“獨立汽車後市場第一股”途虎養車等。
此次央行降準消息出來後,這些公司股價普遍大幅反彈。截至1月24日收盤,阿里、美團、快手、途虎養車等公司當日股價升幅均在5%以上,例如美團收升6.03%,途虎養車收升7.13%。
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