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郭家耀: 短期内大市进入整固阶段
阿思达克 06-29 09:33
正荣金融业务部副总裁郭家耀称,美股上周五显着下滑,当地疫情再度恶化,加上联储局限制美国银行业回购股份及派息规模,拖低大市表现,三大指数均以全日低位收市。避险情绪升温,美元走势靠稳,美国十年期债息回落至0.64厘水平,金价表现向好,油价则有回吐压力。港股预托证券普遍下滑,预料大市早段跟随外围低开。内地股市假期休市,港股走势继续反覆偏软,市况受外围走势影响,投资者继续关注疫情发展,以及外围经济数据表现。短期内大市进入整固阶段,25,000点将有较大阻力,下方支持在24,000点水平。

中证监副主席方星海日前出席论坛表示,香港国际金融中心地位稳固,当市场不确定性增加时,香港地位更会加强,不应有丝毫悲观。MSCI授权港交所(00388.HK)推出亚洲股指衍生品,是因香港衍生品市场有很好的基础,而且香港聚集亚洲地区最多的全球的机构投资者,转移後有利交易更活跃。而香港第二上市制度较完善,并与内地资本市场密切,有利香港市场吸引中概股回流挂牌。方星海同时表示,在香港推出A股相关金融衍生品是情理之中的事,应该予以支持。港交所去年初获MSCI授权,争取推出A股期货等衍生品,至今尚未有相关产品出炉。港交所回应时指出,A股期货会在适时公布最新发展,A股衍生产品可与交易所正在快速增加的产品组合互补,满足投资者风险管理需求。预料A股期货推出时日不远,届时交投将相当活跃,有利港交所收入及股价表现。

(笔者为证监会持牌人仕,没持有上述股份)~

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