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郭家耀:外圍改善中概股追捧 港股或再逼近24,000阻力
阿思達克 03-06 09:15
港灣家族辦公室業務發展總監郭家耀稱,美股週三(5日)顯着回升,美國總統特朗普暫緩對墨西哥及加拿大進口汽車加徵關稅,刺激市場氣氛,三大指數均錄得顯着升幅收市。美元持續回落,美國十年期債息回升至4.28釐水平,金價保持強勢,油價繼續受壓。港股預託證券普遍造好,預料大市早段跟隨外圍高開。 內地股市昨日造好,滬綜指低開高走,收市上升0.5%,滬深兩市成交額亦有所增加。 港股表現強勁,市場憧憬關稅措施暫緩行動,加上預期內地更多刺激政策落實,帶動大市重上23,600點水平,不過成交未有明顯增加。外圍表現改善,中概股受到追捧,預料指數可再逼近24,000點阻力,下方支持在23,000點水平。 另國家統計局日前公佈2月份中國製造業採購經理指數(PMI)升至50.2,按月上升1.1個百分點,優於市場預期。從企業規模看,大型企業PMI爲52.5,按月上升2.6個百分點,高於臨界點;中、小型企業PMI分別爲49.2及46.3,按月下降0.3及0.2個百分點,均低於臨界點。從分類指數看,在構成製造業PMI的5個分類指數中,生產指數、新訂單指數和供應商配送時間指數高於臨界點,原物料庫存指數和從業人員指數低於臨界點。2月生產指數爲52.5,按月升2.7個百分點,表明製造業企業春節後生產活動較快恢復。新訂單指數爲51.1,上升1.9個百分點,表明製造業市場需求景氣水平回升。原料庫存指數爲47,下降0.7個百分點,表明製造業主要原料庫存量降幅擴大。同期,從業人員指數爲48.6,按月上升0.5個百分點,表明製造業企業用工景氣度改善。供應商配送時間指數爲51,上升0.7個百分點,表明製造業原料供應商交貨時間加快。國統局表示,2月份隨着春節後企業陸續復工復產,生產經營活動加快,製造業採購經理指數明顯回升,中國經濟景氣水平亦總體回升。面對未來關稅措施帶來不明朗因素,市場期待更多刺激政策應對,將會是兩會期間焦點之一。 (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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