曾慶璘
曾慶璘
曾慶璘

深港通成新催化劑

2015/04/17 08:46:01 網誌分類: 經濟
17 Apr
        滬港通的推行,加上中國貨幣政策轉向寬鬆,成功激活沉靜多年的中國股市,市場憧憬中國牛市或持續數年。相反,香港國企指數由去年12月至3月為止,只上升了14%,但中國上證同期卻升近四成,反映資金南下沒有預期般熾熱,中國股民對港股不熟識,而A股的升浪才剛開始,股民專注內地股市正常不過。直至3月,中國證監會公佈容許內地公募基金參通過滬港通投資港股,消息不但進一步刺激內地股市繼續走高,亦為港股迎來轉機。

        H股仍有追落後空間

        近期的經濟數據顯示中國增長仍在減速,估計今年中央的寬鬆貨幣政持續,很大機會再減息及降準,流動性充裕有利支持股市上漲。預期內地料資金繼續分流至港股,A股被瘋狂炒上後,AH股差價進一步擴大,增添港股的吸引力,現時H股較A股折價約三成,未來有更多追落後的空間。此外,深港通有望於年內推行,預料為港股帶來另一次升市催化劑。

        AMTD尚乘資產管理有限公司主席

        曾慶璘

        
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2015/04/18 11:30:26 回覆

Thanks for sharing. Good health. Good luck.          We are deeply and dearly loved and cherished. Jesus, God himself, suffered and died for us to pay for our sins. (We rebelled against God in our past.) God loves us with a greatest love. He will soon c reate a new and better world and live a simple life, like a hermit. God's new world is near. Repent. Repent means changing our mind about the present world and live a simple life, like a hermit. Help your families and people you meet everyday within your means. Know God. Read the Gospel. Pray to him. He has helped me a lot. He can help you, too.

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2015/04/18

Thanks for sharing. Good health. Good luck.          We are deeply and dearly loved and cherished. Jesus, God himself, suffered and died for us to pay for our sins. (We rebelled against God in our past.) God loves us with a greatest love. He will soon c reate a new and better world and live a simple life, like a hermit. God's new world is near. Repent. Repent means changing our mind about the present world and live a simple life, like a hermit. Help your families and people you meet everyday within your means. Know God. Read the Gospel. Pray to him. He has helped me a lot. He can help you, too.