郭家耀:觀望中美貿易關係變化 港股料19,500至20,200水平上落
港灣家族辦公室業務發展總監郭家耀稱,美股週三(22日)持續強勢,企業業績表現強勁,加上華府推動人工智能基建發展,三大指數均錄得升幅收市,其中標普500指數創出歷史新高。美元走勢向上,美國十年期債息回升至4.61釐水平,金價溫和向好,油價則輕微偏軟。港股預託證券變動不大,預料大市早段缺乏方向。
內地股市收市下跌0.9%,滬深兩市成交略爲縮減。
港股跟隨內地股市回吐,市場憂慮特朗普加徵關稅消息,大市失守失手二萬點水平,整體成交亦保持清淡。市場連升多日後有獲利回吐,投資者觀望中美貿易關係變化,預料指數維持上落形態,繼續於19,500至20,200點水平上落。
另內地媒體報道,今年春節檔首日共有6部電影將上映,分別是《射鵰英雄傳:俠之大者》、《哪吒之魔童鬧海》、《封神第二部:戰火西岐》、《唐探1900》、《蛟龍行動》及《熊出沒·重啓未來》。日前已開啓預售,預售總票房破2億元人民幣(下同),刷新中國影史春節檔預售票房最快破2億紀錄。線上購票平臺顯示,大年初一不少熱門影片的熱門場次電影票早已售罄。部份地區更推出補貼,鼓勵市民過年觀賞電影,促進電影市場繁榮發展。北京將於今年春節期間投入3,300萬元的觀影補貼,預計覆蓋全市300多間營業影院,受惠近250萬人次,屬近幾年來規模最大的新春「惠民觀影」活動。受農曆新年電影檔期預售火熱的消息刺激,相關影業股近日出現炒作,不過按以往經驗,這些炒作往往只維持到春節假期後,所有票房數據公佈時,便可能出現獲利回吐,切忌過份高追。
(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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