郭家耀: 长假前夕市场审慎 港股短期料续拉锯
正荣金融业务部副总裁郭家耀称,美股上周五(25日)表现向好,科技股带动大市反弹,三大指数均录得显着升幅收市。美元走势向上,金价持续受压,油价表现亦偏软,美国十年期债息回落至0.65厘水平。港股预托证券大致向好,预料大市早段跟随外围高开。
内地股市走势持续偏弱,沪综指上周五收市录得轻微跌幅,沪深两市成交额继续缩减。
港股反弹乏力,蓝筹股普遍向下,整体成交维持清淡。长假期前夕,市场气氛审慎,短期大市难望有大幅反弹空间,预料指数维持於23,000至23,800点水平徘徊。
另国务院日前印发《关於以新业态新模式引领新型消费加快发展的意见》,指出要坚定实施扩大内需战略,以新业态新模式为引领,加快推动新型消费扩容提质,努力实现新型消费加快发展,推动形成以国内大循环为主体、国内国际双循环相互促进的新发展格局。
意见提出要经过三至五年努力,促进新型消费发展的体制机制和政策体系更加完善,到2025年,培育形成一批新型消费示范城市和领先企业,实物商品网上零售额占社会消费品零售总额比重显着提高,「互联网+服务」等消费新业态新模式得到普及并趋於成熟。意见明确提出政策措施包括:加力推动线上线下消费有机融合,推动线上线下融合消费双向提速,鼓励企业依托新型消费拓展国际市场。
加快新型消费基础设施和服务保障能力建设,加强信息网络基础设施建设,加大5G网络、物联网等新型基础设施建设力度,优先覆盖核心商圈、重点产业园区、重要交道枢纽、主要应用场景等。同时,要优化新型消费发展环境,加大新型消费政策支持力度,研究进一步对新型消费领域企业优化税收徵管措施等。政策推动互联网+消费,对电商平台有利,进一步加强用户粘性,行业估值将持续高企。
(笔者为证监会持牌人,没持有上述股份)~
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