郭家耀: 恆指季檢將揭盅港股審慎 內地幣策稍收緊
正榮金融業務部副總裁郭家耀稱,美股周四(13日)個別發展,新一輪紓困措施談判未有進展,拖累市場氣氛,道指及標普500指數走勢向下,科技股逆市向好,納指收市錄得溫和升幅。美元走勢偏軟,美國十年期債息回升至0.71厘水平,油價受需求下滑影響下跌,金價急挫後由低位反彈。港股預託證券普遍偏軟,預料大市早段跟隨低開。
內地股市窄幅上落,滬綜指高開高走,收市錄得輕微升幅,繼續企穩3,300點水平,滬深兩市成交顯著回落。
港股表現反覆,藍籌股業績表現支持下,指數一度逼近25,500點水平,其後有獲利回吐,收市錄得輕微跌幅,成交額大幅減少。中美即將舉行貿易會談,恆指公布季檢結果,預料市場氣氛繼續審慎,指數維持於24,500至25,500點水平上落。
另人行公布7月份新增貸款9,927億元人民幣(下同),按年下降631億元,亦低過市場預期的1.2萬億元。7月底,人民幣貸款餘額166.19萬億元,按年增長13%,增速與6月底低0.2個百分點,較上年同期高0.4個百分點。7月底,廣義貨幣(M2)餘額212.55萬億元,按年增長10.7%,低於預期,增速較6月底低0.4個百分點,比上年同期高2.6個百分點。狹義貨幣(M1)餘額59.12萬億元,按年增長6.9%,增速較上月底高0.4個百分點,比上年同期高3.8個百分點;流通中貨幣(M0)餘額7.99萬億元,按年增長9.9%。7月份社會融資規模增量為1.69萬億元,低過預期。7月底,社會融資規模存量為273.33萬億元,按年增長12.9%。數據顯示人行繼續維持適度寬鬆的貨幣政策,近月內地疫情受控,經濟數據表現回暖,貨幣政策稍為收緊,留待更多手段應對日後宏觀經濟再現不明朗的局面。
(筆者為證監會持牌人,沒持有上述股份)~
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