郭家耀: 外圍強勁港股料上試29,500 市場關注內地醫療改革
正榮金融業務部副總裁郭家耀稱,美股周三(26日)溫和向好,市場對通脹升溫憂慮減退,利好大市氣氛,三大指數均錄得溫和升幅收市。美元低位反彈,油價及金價受壓,美國十年期債息回升至1.58厘水平。港股預託證券大致偏軟,預料大市早段跟隨低開。
內地股市向好,滬綜指一度升破3,600點水平,其後升幅收窄,滬深兩市成交額保持活躍。
港股跟隨內地股市向上,人民幣續走強,新經濟股普遍向好,有利市況表現。外圍走勢持續強勁,有利港股後市走勢,指數有望進一步上試29,500點阻力,下方支持在28,500點水平。
另中央全面深化改革委員會日前會議表示,要深化醫療服務價格改革,建立合理補償機制,穩定調價預期,確保群眾負擔總體穩定、醫保基金可承受、公立醫療機構健康發展可持續,提高醫療衛生為人民服務品質和水準。會議亦要求深化醫療服務價格改革,要規範管理醫療服務價格專案,建立目標導向的價格專案管理機制,使醫療服務價格專案更好計價、更好執行、更好評價,更能適應臨床診療和價格管理需要。同時,要加強對醫療服務價格宏觀管理,平衡好醫療事業發展需要和各方承受能力,在總量範圍內突出重點、有升有降。
此外,也要結合醫療服務特性加強分類管理,對普遍開展的通用專案,政府要把價格基準管住管好;對於技術難度大的複雜項目,政府要發揮好作用,尊重醫院和醫生的專業性意見建議,更好體現技術勞務價值。會議表明,必須要建立靈敏有度的價格動態調整機制,明確調價的啟動和約束條件;要搞好價格監測評估和監督檢查,確保價格機制穩定運行;要積極穩妥開展試點工作,統籌推進公立醫院補償機制、分級診療、醫療控費、醫保支付等相關改革,形成綜合效應。市場觀望政策執行力度,對行業往後定價能力的影響。
(筆者為證監會持牌人,沒持有上述股份)~
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