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郭家耀: 外資拋售港股料考驗19,000關 在美上市中概股續震盪波
安里資產管理董事總經理郭家耀稱,美股周一(14日)個別發展,投資者憧憬俄羅斯與烏克蘭談判取得進展,加上油價由高位回落,帶動道指一度升幅超過400點,科技股表現受壓,拖累標普500指數及納指表現,三大指數收市升跌不一。美元高位略為回落,美國十年期債息高見2.12厘水平,金價表現向下,油價顯著回吐。港股預託證券普遍下跌,預料大市早段跟隨低開。 內地股市昨日向下,滬綜指低開低走,並以全日低位收市,下跌2.6%,滬深兩市成交額有所縮減。 港股走勢仍未止瀉,指數失守二萬點關口,創近六年低位,大市成交急增至2,200億元水平。投資者憂慮內地疫情反覆,加上中概股退市風險,海外投資者繼續拋售中資股,影響大市氣氛,預料恆指繼續尋底走勢,考驗19,000點關口,上方阻力在20,000點附近。 另美國證券交易委員會(SEC)公布一份名單,當中羅列5間中概股包括在香港亦有掛牌的百濟神州(06160.HK)、百勝中國(09987.HK)、和黃醫藥(00013.HK)和再鼎醫藥(09688.HK),以及盛美半導體(ACMR.US),表示基於《外國公司問責法案》,如果外國上市公司連續三年未能提交美國上市公司會計監督委員會所要求的報告,美國證券交易委員會有權將其自交易所除牌。5間公司可以在3月29日前向美國證券交易委員會提供證據,證明自己不具備被除牌的條件。受消息拖累,在美國掛牌的中概股股價急挫。由於除牌風險升溫,預料後市股價繼續大幅波動,並加快推進在港上市計劃,港交所(00388.HK)有望成受惠者。 (筆者為證監會持牌人,沒持有上述股份)~
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