郭家耀: 港股反覆整固後料續升 倘MSCI擴容A股料利港交所
正榮金融業務部副總裁郭家耀稱,美股上周五(11日)表現向好,最新數據顯示藥物有效降低肺炎死亡率,有助舒緩市場緊張情緒,科技股繼續向好,納指再創新高,三大指數均錄得升幅收市。美元走勢偏軟,美國十年期債息回升至0.63厘水平,油價表現向好,金價略為受壓。港股預託證券走勢向上,預料大市早段跟隨外圍高開。
內地股市連日上升後有回吐,滬綜指失守3,400點水平,下跌1.9%,滬深兩市成交額繼續超過1.5萬億元水平。中證監加強監察場外配資,為市場近日熾熱氣氛降溫,但整體走勢仍維持反覆向上格局。
港股受外圍消息影響反覆向下,跌穿牛熊分界線水平,成交繼續保持活躍。外圍走勢向好,港元持續偏強,顯示資金流入情況未有轉變。預料短期反覆整固過後,大市仍有力再度上升,指數預計短線維持於25,500至26,200點水平上落。
另MSCI去年完成擴大A股權重納入因子至20%後,重申A股若要進一步增加權重,需要解決四項議題,並且再舉行公開諮詢。MSCI當時提及的議題包括在滬深港通應用國際市場常用的綜合交易賬戶機制,令多個終端客戶賬戶可統一下單交易。港交所(00388.HK)早前公布計劃推出滬深港通改良措施-SPSA集中管理服務,允許基金經理匯總多個基金的可出售結餘,用於北向交易監控。內地消息指,有關服務可在短期內落實,便利海外機構投資者投資A股。近期港股及A股交投氣氛轉熱,南向港股通、北向滬股通和深股通都創出開通以來交易新高,若日後能進一步調升A股納入因子,相信交投將更加熾熱,有利港交所收入表現。
(筆者為證監會持牌人,沒持有上述股份)~
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