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郭家耀: 龍頭科網股反彈 港股料上試27,500阻力
阿思達克 12-31 10:13
正榮金融業務部副總裁郭家耀稱,美股周三(30日)表現向好,市場對前景預期樂觀,三大指數均錄得升幅收市,標普500指數再創歷史新高。美元走勢持續向下,帶動金價表現向好,油價走勢亦向上,美國十年期債息回落至0.92厘水平。港股預託證券普遍偏軟,預料大市早段跟隨溫和低開。

內地股市走勢向上,滬綜指收市上升1%,滬深兩市成交額變化不大。

港股表現回暖,指數突破多條移動平均線水平,並升破27,000點心理關口,大市成交亦有所增加。市場消化監管消息,龍頭科網股顯著反彈,傳統藍籌股走勢亦向上,令大市表現有轉勢跡象。投資者對經濟及企業盈利前景樂觀,指數有望進一步上試27,500點阻力,下方支持上移至26,500點水平。

另新華社撰文批評「盲盒熱」,認為監管部門應進一步規範盲盒經營模式。文章指出,盲盒就是在盒子中放置不同樣式的玩偶,消費者憑運氣抽取,有時抽到重複的固定款,有時則抽到心儀款或者隱藏款,這種隨機化的體驗讓不少年輕人感到新鮮刺激,選擇「入坑」。一個盲盒的售價在49元到79元人民幣不等,也有上百元的。盲盒不但是個經濟現象,也反映當下中國年輕人,尤其是「95後」一代的心理和生活狀態。

驚喜和期待的背後,「盲盒熱」所帶來的上癮和賭博心理滋生畸形消費,不少盲盒愛好者每月花費不菲。頭豹研究院數據顯示,中國盲盒市場市值已超過25億元人民幣,2014年至2018年的年均複合增長率達15.6%。文章建議家長和老師應引導未成年人形成良好消費觀,避免誤入消費圈套。同時,監管部門應進一步規範盲盒經營模式,避免其畸形發展,給社會和青少年成長帶來負面影響。監管政策趨緊,相信對近期大熱的半新股泡泡瑪特(09992.HK)帶來沽壓。

(筆者為證監會持牌人,沒持有上述股份)~

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