郭家耀: 龙头科技股反弹 港股短期料反覆
正荣金融业务部副总裁郭家耀称,美股周二(29日)先升後回,大市早段一度破顶,三大指数均创出历史新高水平,其後高位有获利回吐,最终倒跌收市。美元持续弱势,金价反覆向好,油价走势回升,美国十年期债息回落至0.93厘水平。港股预托证券大致向好,预料大市早段跟随高开。
内地股市向下,沪综指收市下跌0.5%,沪深两市成交额亦有所回落。
港股表现回暖,科技龙头股急跌後反弹,加上个别蓝筹再创上市新高,刺激指数收复多条移动平均线水平。预料後市走势反覆靠稳,指数有望继续於26,000至26,800点水平上落。
行业消息
市场监管总局根据举报,依法对阿里巴巴(09988.HK)实施「二选一」等涉嫌垄断行为立案调查。此外,人民银行、中国银保监会、中国证监会、国家外汇管理局近日约谈蚂蚁集团,督促指导蚂蚁集团按照市场化、法治化原则,落实金融监管、公平竞争和保护消费者合法权益等要求,规范金融业务经营与发展。蚂蚁集团在公告中回应表示,集团收到监管部门的约谈通知,将认真学习和严格遵从监管部门的要求,不折不扣地做好相关工作的落实。
据《人民日报》发表题为《加强反垄断监管是为了更好发展》的文章表示,市场监管总局对阿里巴巴涉嫌垄断行为立案调查,这是中国在互联网领域加强反垄断监管的一项重要举措,此举并不意味国家对平台经济鼓励、支持的态度有所改变;恰恰是为了更好规范和发展平台经济,引导、促进其健康发展,以期为中国经济高质量发展做出更大贡献。市场正在评估反垄断调查对阿里业务的影响,相信政策消息仍有一段时间才落实,股价短期仍然受不明朗因素困扰,难望有大幅反弹空间。
(笔者为证监会持牌人,没持有上述股份)~
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