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郭家耀: 中美关系紧张市场审慎 集成电路板块受惠国策
阿思达克 08-07 09:49
正荣金融业务部副总裁郭家耀称,美股周四(6日)继续上升,经济数据表现理想,加上美国国会有望达成新一轮纾困方案,利好大市气氛,三大指数均录得升幅收市。美元持续偏弱,美国十年期债息回落至0.54厘水平,金价再创新高,油价则温和向下。港股预托证券个别发展,预料大市早段缺乏方向。

内地股市反覆向好,指数在高位有获利回吐,沪综指收市上升0.3%,企稳3,300点水平,沪深两市成交额保持活跃。

港股走势反覆受压,投资者关注中美关系紧张,加上蓝筹股陆续公布业绩,市场气氛较为审慎,预料指数短期维持上落形态,继续於24,500至25,500点水平上落。

国务院公布《新时期促进集成电路产业和软件产业高质量发展若干政策》的通知,表示集成电路产业和软件产业是讯息产业的核心,是引领新一轮科技革命和产业变革的关键力量。国家鼓励的集成电路线宽小於28纳米,且经营期在15年以上的集成电路生产企业或项目,第一年至第十年免徵企业所得税。国家鼓励的集成电路线宽小於65纳米,且经营期在15年以上的集成电路生产企业或项目,第一年至第五年免徵企业所得税,第六年至第十年按照25%的法定税率减半徵收企业所得税。同时,鼓励和支持集成电路企业、软件企业加强资源整合,对企业按照市场化原则进行的重组并购。鼓励地方政府建立贷款风险补偿机制,支持集成电路企业、软件企业通过知识产权质押融资、股权质押融资等手段获得商业贷款。行业政策支持下,将利好板块投资气氛,股价後市前景乐观。

(笔者为证监会持牌人,没持有上述股份)~

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