郭家耀: 外围转弱港股料下试26,000 交通强国纲要利好基建板块
正荣金融业务部副总裁郭家耀称,美股周二表现向下,美国总统特朗普对中方态度转趋强硬,市场忧虑中美贸易谈判前景,拖累三大指数收市下跌,科技股跌幅更为显着。美汇走势回落,美国十年期债息回落至1.64厘水平,避险资金流入令金价重拾升势。港股预托证券普遍下跌,预料大市早段跟随外围低开。内地股市略为回升,市场继续受外围消息左右,沪综指收市上升0.3%,仍未能收复3,000点关口,沪深两市成交额为5,481亿元人民币,较前一日略为增加。
港股走势反覆,大市好淡争持,成交继续清淡。外围表现转弱,利淡短期走势,预料指数有机会下试26,000点水平,上方阻力在26,800点附近。
另国务院日前印发「交通强国建设纲要」,要求各地区各部门结合实际认真贯彻落实纲要,明确提出2020年/2035年/2050年交通强国建设各阶段目标。纲要提出建设现代化高质量综合立体交通网络的要求,指出「以国家发展规划为依据,统筹铁路,公路,水运,民航,管道,邮政等基础设施建设。」
具体目标为:2020年,完成十三五规划中各项任务,为交通强国建设奠定坚实基础。2021年至2035年,基本建成交通强国,现代化综合交通体系基本形成,要求城市群2小时通达,全国主要城市3小时覆盖。 2035年至2050年成为世界前列的交通强国,强调基础设施,技术装备,智慧创新,绿色交通等方面领先。市场分析指,纲要的发布有利轨道交通板块发展,交通基建工程有望持续增长,带动基建股由目前较低估值水平反弹。
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