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郭家耀:觀望特朗普上場港股料區間波動 騰訊(00700.HK)前景維持良好
阿思達克 01-14 09:06
港灣家族辦公室業務發展總監郭家耀稱,美股週一(13日)個別發展,大市早段下滑,主要受債息上升影響,其後低位回穩,三大指數收市升跌不一。美元走勢強勁,美國十年期債息一度逼近4.8釐水平,金價走勢受壓,油價則持續向好。港股預託證券大致靠穩,預料大市早段變動不大。 內地股市昨日個別發展,滬綜指低開高走,收市下跌0.3%,滬深兩市成交額亦有所減少。 港股走勢持續疲弱,指數受外圍息口預期影響,大市一度低見18,600點水平,其後在內地貿易數據優於預期支持下,大市跌幅收窄,整體成交保持清淡。投資者入市意欲仍然謹慎,市場觀望特朗普上場後的政策消息,以及外圍債息去向,預料指數繼續於18,500至19,500點水平徘徊。 另美國國防部將騰訊(00700.HK)等多間中國大型科技企業,列入與中國軍方合作的企業名單。騰訊即時發表聲明迴應,表示被列入名單顯然是一個錯誤,強調騰訊不是軍工企業或供應商,清單對騰訊的業務沒有影響,將與美國相關部門共同解決誤會。由於市場憂慮清單事件影響,騰訊股價短期受到拖累,不過相信騰訊整體增長前景維持良好,而且過往也有幾家公司提供解釋後成功從名單中剔除,不妨視調整作爲趁低吸納機會。 (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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