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郭家耀: 中美關係緊張市場審慎 集成電路板塊受惠國策
阿思達克 08-07 09:49
正榮金融業務部副總裁郭家耀稱,美股周四(6日)繼續上升,經濟數據表現理想,加上美國國會有望達成新一輪紓困方案,利好大市氣氛,三大指數均錄得升幅收市。美元持續偏弱,美國十年期債息回落至0.54厘水平,金價再創新高,油價則溫和向下。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市反覆向好,指數在高位有獲利回吐,滬綜指收市上升0.3%,企穩3,300點水平,滬深兩市成交額保持活躍。

港股走勢反覆受壓,投資者關注中美關係緊張,加上藍籌股陸續公布業績,市場氣氛較為審慎,預料指數短期維持上落形態,繼續於24,500至25,500點水平上落。

國務院公布《新時期促進集成電路產業和軟件產業高質量發展若干政策》的通知,表示集成電路產業和軟件產業是訊息產業的核心,是引領新一輪科技革命和產業變革的關鍵力量。國家鼓勵的集成電路線寬小於28納米,且經營期在15年以上的集成電路生產企業或項目,第一年至第十年免徵企業所得稅。國家鼓勵的集成電路線寬小於65納米,且經營期在15年以上的集成電路生產企業或項目,第一年至第五年免徵企業所得稅,第六年至第十年按照25%的法定稅率減半徵收企業所得稅。同時,鼓勵和支持集成電路企業、軟件企業加強資源整合,對企業按照市場化原則進行的重組併購。鼓勵地方政府建立貸款風險補償機制,支持集成電路企業、軟件企業通過知識產權質押融資、股權質押融資等手段獲得商業貸款。行業政策支持下,將利好板塊投資氣氛,股價後市前景樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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