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郭家耀: 龙头科网股反弹 港股料上试27,500阻力
阿思达克 12-31 10:13
正荣金融业务部副总裁郭家耀称,美股周三(30日)表现向好,市场对前景预期乐观,三大指数均录得升幅收市,标普500指数再创历史新高。美元走势持续向下,带动金价表现向好,油价走势亦向上,美国十年期债息回落至0.92厘水平。港股预托证券普遍偏软,预料大市早段跟随温和低开。

内地股市走势向上,沪综指收市上升1%,沪深两市成交额变化不大。

港股表现回暖,指数突破多条移动平均线水平,并升破27,000点心理关口,大市成交亦有所增加。市场消化监管消息,龙头科网股显着反弹,传统蓝筹股走势亦向上,令大市表现有转势迹象。投资者对经济及企业盈利前景乐观,指数有望进一步上试27,500点阻力,下方支持上移至26,500点水平。

另新华社撰文批评「盲盒热」,认为监管部门应进一步规范盲盒经营模式。文章指出,盲盒就是在盒子中放置不同样式的玩偶,消费者凭运气抽取,有时抽到重复的固定款,有时则抽到心仪款或者隐藏款,这种随机化的体验让不少年轻人感到新鲜刺激,选择「入坑」。一个盲盒的售价在49元到79元人民币不等,也有上百元的。盲盒不但是个经济现象,也反映当下中国年轻人,尤其是「95後」一代的心理和生活状态。

惊喜和期待的背後,「盲盒热」所带来的上瘾和赌博心理滋生畸形消费,不少盲盒爱好者每月花费不菲。头豹研究院数据显示,中国盲盒市场市值已超过25亿元人民币,2014年至2018年的年均复合增长率达15.6%。文章建议家长和老师应引导未成年人形成良好消费观,避免误入消费圈套。同时,监管部门应进一步规范盲盒经营模式,避免其畸形发展,给社会和青少年成长带来负面影响。监管政策趋紧,相信对近期大热的半新股泡泡玛特(09992.HK)带来沽压。

(笔者为证监会持牌人,没持有上述股份)~

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