郭家耀: 港股或下试24,000 吉利(00175.HK)回归内地科创板料利好
正荣金融业务部副总裁郭家耀称,美股周一(10日)个别发展,美国总统特朗普签署行政命令推出纾困措施,利好大市气氛,传统类股份表现向好,道指及标普500指数均录得升幅收市。科技股走势偏软,纳指逆市向下。美元走势靠稳,美国十年期债息回升至0.57厘水平,金价及油价表现亦向好。港股预托证券大致向上,预料大市早段温和高开。
内地股市反覆上升,沪综指低开高走,收市上升0.7%,继续企稳3,300点水平,沪深两市成交额保持活跃。
港股表现反覆受压,科技股走势转弱,拖累大市表现。市场继续关注中美关系发展,不利大市短期气氛。蓝筹股陆续公布业绩,投资者亦保持观望态度,预料指数或进一步下试24,000点水平,上方阻力在25,000点附近。
另吉利汽车(00175.HK)公布7月份总销量为105,218部,按年增长15%。其中,中国市场总销量100,695部,按年增长15%;出口量按年增长13%至4,523部。今年首七个月累计总销量635,664部,按年减少14%,达致集团2020年全年销量目标141万部的45%。因政策关系去年下半年销售放缓,造成低基数效应,加上吉利近月推出多款新型号车款,以及中央实施汽车消费刺激政策,均有利吉利下半年销售表现。吉利亦准备回归内地科创板上市,预期可以取得较高估值,将利好股价走势。
(笔者为证监会持牌人仕,本人没持有上述股份)~
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