郭家耀: 中概股涌港上市利好 恒指料上望25,500
正荣金融业务部副总裁郭家耀称,美股周一(20日)表现向上,市场继续关注疫情最新发展,美国国会将展开新一轮刺激计划的讨论,加上各大药厂对疫苗开发陆续公布测试结果,市场前景仍充满不确定性。大型科技股即将公布最新季绩,市场普遍预计业绩表现理想,带动纳指再创收市新高。美元走势偏软,美国十年期债息回落至0.61厘水平,金价轻微向好,油价则温和下滑。港股预托证券普遍向上,预料大市早段跟随外围高开。
内地股市重拾升势,沪综指收市上升3.1%,重上3,300点水平,沪深两市成交额继续维持万亿元人民币水平。
港股好淡争持,市况继续受疫情影响,传统类股份表现偏软,科网股走势则相对稳定。外围科技股重展升势,加上陆续有中概股选择在港挂牌上市,有利市场气氛,预料指数有望挑战25,500点阻力,下方支持在24,800点水平。
另发改委与其他12个部门日前公布《关於支持新业态新模式健康发展激活消费市场带动扩大就业的意见》,提出支持15种新业态新模式发展,包括在线教育、互联网医疗、线上办公、数字化治理、产业平台化发展、传统企业数字化转型、「虚拟」产业园和产业集群、「无人经济」、培育新个体经济支持自主就业、发展微经济鼓励「副业创新」、探索多点执业、共享生活、共享生产、生产资料共享及数据要素流通。在线上服务方面,重点是健全完善与线上服务新业态新模式相适应的制度规则,打造线上线下有机融合的新业态,激活消费新市场。在推进产业数字化转型方面,重点是提升数字化转型公共服务能力和平台「赋能」水平,降低转型门槛,壮大实体经济新动能。
在鼓励发展新个体经济方面,重点是完善保障制度,适应基於互联网平台的新型就业形态和模式发展,完善自主就业、灵活就业、「副业创新」、多点执业政策,激发市场主体创新创业内生动力。在培育发展共享经济新业态方面,重点是发展多种消费形态,探索深化所有权和使用权分离改革,以物质生产资料数字化支撑共享共用。促进数据要素流通,拓展生产资料供给,创造生产要素供给新方式。在政策推动下,相关股份前景继续乐观。
(笔者为证监会持牌人,没持有上述股份)~
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