郭家耀:資金流入中特估 港股或上試20,500點阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週四(26日)個別發展,大市早段低開後跌幅一度擴大,其後逐步收窄跌幅,三大指數收市升跌不一。美元由高位回落,美國十年期債息維持於4.58釐水平,金價低位略爲反彈,油價表現持續偏軟。港股預託證券表現向好,預料大市早段跟隨高開。
內地股市昨日溫和向好,滬綜指低開高走,收市上升0.1%,滬深兩市成交額保持活躍。
港股假期前週二平安夜(24日)半日市表現向好,指數重上二萬點水平,整體成交亦算活躍。資金流入中特估,帶動大市向上,外圍表現平穩,有助指數上試20,500點阻力,下方支持在19,500點附近。
另國務院國資委日前印發《關於改進和加強中央企業控股上市公司市值管理工作的若幹意見》,要求中央企業將市值管理作爲一項長期戰略管理行爲,健全市值管理工作制度機制,提升市值管理工作成效。國資委要求,中央企業要從併購重組、市場化改革、訊息披露、投資者關係管理、投資者回報、股票回購增持等六方面改進和加強控股上市公司市值管理工作。引導控股上市公司牢固樹立投資者回報的意識,增加現金分紅頻次、優化現金分紅節奏、提高現金分紅比例;推動中央企業和控股上市公司建立常態化股票回購增持機制,規範減持行爲,並且積極解決控股上市公司長期破淨的問題。此外,中央企業和控股上市公司要將股票回購增持作爲一項長期性基礎性工作,建立常態化股票回購增持機制。嚴格遵守控股股東、實際控制人減持規定,嚴禁違規減持、繞道減持,鼓勵中央企業通過自願延長股票鎖定期、自願終止減持計劃以及承諾不減持股票等方式,提振投資者信心。高度重視控股上市公司破淨問題,將解決長期破淨問題納入年度重點工作,指導長期破淨上市公司制定披露估值提升計劃並監督執行;對業務協同度弱、股票流動性差、基本失去功能作用的破淨上市公司,鼓勵通過吸收合併、資產重組等方式加以處置。同時,嚴控盲目擴張、增加過剩產能、破壞財務健康、降低經營效率的對外併購行爲。嚴禁以市值管理爲名操控上市公司訊息披露、嚴禁操縱股價、嚴禁內幕交易。中央支持國企積極進行市值管理,有助股東回報更清晰,提升估值水平。
(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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