郭家耀:貿易談判前景樂觀 港股有望挑戰24,000阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週三(14日)個別發展,科技股表現向好,標普500指數及納指收市上升,道指則錄得溫和跌幅收市。美元走勢向上,美國十年期債息上升至4.54釐水平,金價顯着受壓,油價先升後回。港股預託證券大致向好,預料大市早段跟隨高開。
內地股市昨日上升,滬綜指低開高走,收市上升0.9%,滬深兩市成交額亦略爲增加。
港股昨日表現向上,指數企穩23,000點水平,尾市升幅進一步擴大,並以全日高位收市,整體成交亦算活躍。投資者對貿易談判前景樂觀,加上科技股業績向好,有利大市氣氛,預料指數可望挑戰24,000點阻力,下方支持在23,000點水平。
另中國汽車工業協會日前公佈,4月份中國汽車銷量259萬輛,按年增長9.8%。其中,新能源汽車銷量122.6萬輛,按年增長44.2%,佔汽車新車總銷量的47.3%。出口方面,4月汽車出口51.7萬輛,按年增長2.6%。今年首4個月,汽車總銷量1,006萬輛,按年增長10.8%。其中,新能源汽車銷量430萬輛,按年增長46.2%,佔總銷量的42.7%。期內,汽車出口193.7輛,按年增長6%。中汽協表示,4月內需潛力加快釋放,起到較好支撐作用,出口在外部環境急劇變化形勢下保持穩定,新能源汽車產銷延續快速增長態勢;當月汽車銷量按年增約一成,新能源汽車增超過四成,汽車出口按年微增。中汽協預計,政治局會議提出不斷完善穩就業穩經濟的政策工具箱,將對經濟形成有力支撐,有助於進一步提振汽車內需市場,幫助應對出口負面衝擊,鞏固拓展汽車行業穩中向好發展態勢。新能源汽車銷售增長勢頭良好,出口表現亦平穩,行業龍頭的電池及智駕系統技術處於領先地位,未來前景繼續樂觀。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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