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郭家耀: 外围科技股捱沽港股或下试27,500 电子烟行业长远前景仍乐观
阿思达克 03-25 09:22
正荣金融业务部副总裁郭家耀称,美股周三(24日)先升後回,大市早段向好,道指一度急升超过300点,其後科技股普遍受压,三大指数由升转跌,纳指更以全日低位收市。美国收紧退市规则,市场忧虑中概股退市风险,普遍急挫。美元走势持续向好,美国十年期债息回落至1.61厘水平,金价走势靠稳,油价低位显着反弹。港股预托证券普遍向下,预料大市早段跟随外围低开。

内地股市走势向下,沪综指收市下跌1.3%,沪深两市成交额继续低迷。

港股连日调整,指数跌穿28,000点支持,成交亦有所增加,显示投资者对後市态度审慎。蓝筹股跌幅全面,业绩消息未有为股价带来支持,外围科技股继续遇到沽压,市场继续忧虑内地对新经济行业监管消息,不利短期大市走势。预料指数或进一步下试27,500点支持,28,200点成为短期阻力位置。

另工信部及国家烟草专卖局就修改《中华人民共和国烟草专卖法实施条例》公开徵求意见,拟将电子烟等新型烟草制品的监管参照卷烟有关规定执行。两部门在徵求意见稿的说明中表示,鉴於电子烟等新型烟草制品与传统卷烟在核心成分、产品功能、消费方式等方面具有同质性,对电子烟等新型烟草制品应当参照实施条例中关於卷烟的有关规定执行。这也与国际上主要国家和地区对於电子烟等新型烟草制品的监管方式一致。说明并称,将电子烟等新型烟草制品参照实施条例中关於卷烟的有关规定执行,将大幅度提升电子烟监管效能,有效规范电子烟生产经营活动,解决电子烟存在的产品质量安全风险、虚假广告等问题,切实保障消费者合法权益。受监管消息影响,相关股份大幅调整,但监管规则清晰後,更有利市场发展,长远前景仍乐观。

(笔者为证监会持牌人,没持有上述股份)~

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