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郭家耀: 港股区间上落成交清淡 国策利好风电及光伏板块
阿思达克 12-17 10:30
正荣金融业务部副总裁郭家耀称,美股周三(16日)个别发展,美国国会就新纾困方案接近达成协议,联储局公布议息结果,保证经济复苏前维持低利率环境,均有利大市气氛,道指反覆偏软,科技股走势强劲,标普500指数及纳指造好。美元反覆靠稳,美国十年期债息回升至0.92厘水平,金价及油价亦温和向好。港股预托证券个别发展,预料大市早段变动不大。

内地股市个别发展,沪综指收市录得轻微跌幅,沪深两市成交额持续低迷。

港股跟随外围反弹,整体反弹动力不强,指数在区间徘徊,成交亦保持清淡。大市气氛仍然谨慎,指数未有太大进展,继续於26,200至26,800点水平上落。

另国家主席习近平在气候雄心峰会宣布,到2030年,中国单位GDP二氧化碳排放将较2005年下降65%以上、非化石能源占一次能源消费比重将达到25%左右、森林蓄积量将较2005年增加60亿立方米。风力发电及太阳能发电的总装机容量将达到12亿千瓦以上。「十四五」在新能源方面的规划将明显加速,对相关风电及光伏股份可带来持续刺激。

(笔者为证监会持牌人,没持有上述股份)~

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