郭家耀: 外圍乏方向港股爭持 中移動(00941.HK)回A料反應佳
正榮金融業務部副總裁郭家耀稱,美股上周五(21日)個別發展,經濟數據表現理想,帶動傳統類股份向上,道指錄得過百點升幅收市,科技股走勢偏軟,標普500指數及納指收市錄得輕微跌幅。美元低位略為反彈,金價及油價表現向好,美國十年期債息維持於1.62厘水平。港股預託證券普遍偏軟,預料大市早段跟隨低開。
內地股市走勢向下,滬綜指高開低走,收市下跌0.5%,滬深兩市成交額略為縮減。
港股上周五好淡爭持,大市繼續受外圍走勢影響,投資者憧憬恆指納入更多股份為成份股,惹來個股出現炒作。外圍走勢未有方向,投資者觀望宏觀經濟消息及央行動向,預料短期市況維持上落局面,指數繼續於28,000至29,000點水平徘徊。
另中移動(00941.HK)日前公告計劃申請A股上市,發行不超過9.65億股。中移動表示通過回歸A股,將有助打造功能互補、良性互動、資源共享、融通發展的新型合作機制,加速數智化縱深佈局,繁榮數智化合作生態,與股東、客戶、產業共享數字紅利。中移動計劃打造品質一流新型基礎設施,加速佈局新一代信息技術,推進信息技術與經濟社會民生的深度融合,開拓數字經濟新藍海,全力推動數智化轉型。
今次發行將引入戰略投資者,助力打造功能互補、良性互動、資源共享、融通發展的新型合作機制,加速數智化縱深佈局,繁榮數智化合作生態,與股東、客戶、產業共享數字紅利。回歸A股亦有助於進一步完善公司治理結構和決策機制,提升治理水平,探索建立更靈活激勵機制,提高企業效率。預料中移動回歸內地市場,將獲得理想反應,有利股價表現。
(筆者為證監會持牌人,沒持有上述股份)~
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