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郭家耀:關注人匯美減息去向 港股或下試19,700支持
阿思達克 12-16 09:10
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(13日)個別發展,大市高開後升幅一度擴大,其後出現獲利回吐,三大指數收市升跌不一。美元高位徘徊,美國十年期債息升至4.39釐水平,金價顯着受壓,油價表現向好。港股預託證券普遍向下,預料大市早段跟隨低開。 內地股市上週五下跌,滬綜指低開低走,收市下跌2%,滬深兩市成交額亦有所增加。 港股跟隨內地股市向下,指數失守20,000點水平,中央經濟工作會議未有帶來驚喜,加上人民幣走勢轉弱,拖累市況表現,整體成交保持清淡。投資氣氛維持謹慎,市場繼續關注人民幣走勢及聯儲局減息去向,預料指數或進一步下試19,700點支持,上方阻力在20,700點附近。 另中國乘聯會日前公佈11月份狹義乘用車市場零售242.3萬輛,按年增長16.5%,按月上升7.1%。首11個月,累計零售2,025.7萬輛,按年增加4.7%。新能源車市場方面,11月份零售126.8萬輛,按年上升50.5%,按月上升5.9%;首十一個月累計零售959.4萬輛,按年增長41.2%。11月國內新能源車國內零售滲透率達到52.3%,連續第五個月突破50%,按年提升12個百分點。行業價格戰趨於平穩,過去三個月降價促銷活動明顯少於年初。11月份呈現高低兩檔細分市場成長較好,國家以「報廢更新」拉動經濟型電動車市場成長,地方置換補貼拉動中高端細分市場增長。11份乘用車批發銷量超兩萬輛的車型有31個,較上月的28個有所增加。 乘聯會表示,國家報廢更新和各地以中央資金支持爲主的以舊換新政策將截止,部分地區因補貼資金短缺而將會暫停的消息,年底市場有望火爆。同時,12月也是傳統的公司戶購車抵稅的旺季,預期也將帶來額外的中高端新能源市場增量,整體銷售表現有望進一步向上。 (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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