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郭家耀: 油价反弹金价造好 港股料续上落格局
阿思达克 04-06 09:48
正荣金融业务部副总裁郭家耀称,美股上周五(3日)表现向下,新增肺炎确诊个案持续上升,加上美国3月份非农业职位急跌70万份,拖累大市气氛,三大指数均录得跌幅收市。美元走势向好,美国十年期债息维持於0.6厘水平,市场憧憬产油国能达成减产协议,油价显着反弹,金价表现亦向好。港股预托证券普遍向下,预料大市早段跟随外围下滑。内地股市上周五低开低走,沪综指收市下跌0.6%,沪深两市成交额继续维持低迷。

港股表现反覆,市场继续受外围走势影响,整体成交有所减少。人行定向降准及下调超额准备金率,未有带来太大刺激。市场关注肺炎疫情对经济前景影响,预料指数短期维持上落格局,继续於22,800至23,500点水平徘徊。

另国务院常务会议日前召开,指出国内外疫情和世界经贸形势急剧变化对中国经济发展带来严重冲击的新挑战,要加大财政货币政策调节力度。会议指出,要进一步增加地方政府专项债规模,在前期已下达一部分今年专项债限额的基础上,抓紧按程序再提前下达一定规模的专项债,按照「资金跟着项目走」原则,力争二季度发行完毕。

会议确定,强化对中小微企业普惠性金融支持。增加中小银行再贷款再贴现额度1万亿元人民币(下同),进一步实施对中小银行定向降准,引导中小银行将获得的全部资金以优惠利率向中小微企业贷款,扩大涉农、外贸和受疫情影响较重产业的信贷投放。支持金融机构发行3,000亿元小微金融债券用於发放小微贷款。引导公司信用类债券净融资比上年多增一万亿元。促进中小微企业全年应收账款融资8,000亿元。

另一方面,为促进汽车消费,会议确定,将新能源汽车购置补贴和免徵购置税政策延长两年。中央财政采取以奖代补,支持京津冀等重点地区淘汰国三及以下排放标准柴油货车。对二手车经销企业销售旧车,从5月起至2023年底减按销售额0.5%徵收增值税。中央积极推出多项政策刺激经济,有助经济活动逐步恢复,有利中港股市气氛。

(笔者为证监会持牌人,没持有上述股份)~

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