郭家耀: 市场憧憬局面进一步缓和 料上试27,000点阻力
正荣金融业务部副总裁郭家耀称,美股周四(5日)持续上升,中美双方同意下月举行会面,加上美国就业数据表现良好,带动道指一度上升接近500点,尾市升幅略为收窄,三大指数均录得超过1%升幅收市。美元走势回落,美国十年期债息回升至1.55厘水平,避险情绪降温,金价显着下滑。
港股预托证券变动不大,预料大市早段跟随外围高开。内地股市表现向上,中美贸易谈判有新进展,加上中央释放放宽流动性信号,沪综指高开高走,收市上升1%,逼近3,000点水平,沪深两市成交额急增至7,975亿元人民币。港股高位反覆整固,市场憧憬局面进一步缓和,有利後市表现。预料指数有机会进一步上试27,000点阻力,下方支持在26,200点水平。
全国政协常委及中国人民大学校长刘伟在全国政协经济委员会发言,提出六项建议,指出应当对加强引导和监管,避免盲目引入国外教材、评价标准和教育理念,杜绝民办教育以VIE架构在境内外上市,维护国家的教育主权、文化与意识形态安全加强教育行政执法体系建设,实现全流程监管。《民办教育促进法》仍未落实,造成市场对政策风险相当敏感,特别是K12学校面对政策压力较大,股价难免更为波动,现阶段适宜多多关注高等教育及职业教育类别的教育股。
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