郭家耀: 港股短期未见方向 国策推动体品板块惹憧憬
正荣金融业务部副总裁郭家耀称,美股上周五(20日)先升後跌,中美贸易谈判存在变数,拖累三大指数倒跌收市。美元走势靠稳,美国十年期债息回落至1.72厘水平,金价平稳向好。港股预托证券大致偏软,预料大市早段跟随低开。内地股市走势向好,受指数调高A股比重带动,加上贷款市场报价利率下调,利好市场气氛,沪综指高开高走,收市企稳3,000点水平,沪深两市成交额为5,469亿元人民币,较前一日有所增加。
港股继续好淡争持,板块倾向个别发展,市场观望外围因素变化,短期未有明显方向,预料指数继续於26,200至27,000点水平上落。
另国务院日前印发《关於促进全民健身和体育消费推动体育产业高质量发展的意见》,提出十方面政策举措。其中包括:深化全国性单项体育协会改革,制定体育赛事活动办赛指南、参赛指引,推进公共体育场馆改革;落实已有税费政策,完善体育无形资产评估制度,加大金融支持力度;优化体育消费环境,出台鼓励消费政策,开展促进体育消费试点,实施全民健身行动;鼓励利用既有设施改造及合理利用公园绿地、市政用地等建设体育设施;研究设立由政府出资引导、社会资本参与的中国体育产业投资基金,建设体育产业发展平台。
同时,提升体育服务业比重,支持体育用品制造业创新发展,大力发展「互联网+体育」;推动在「一带一路」沿线国家举办马拉松、自行车等系列体育赛事;实施「体育+」行动,推动体医融合,开展运动促进健康指导,鼓励体旅融合,引进专业人员和机构等为学校体育课外训练和竞赛提供指导;加强体育产业基地建设与管理,探索体育产业创新试验区建设;加强体育产业人才培养,完善体育产业统计体系。市场憧憬政策有利推动体育相关消费,进一步提升体育产业规模,带动相关股份业绩及股价表现。
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