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郭家耀: 外围强劲港股料上试29,500 市场关注内地医疗改革
阿思达克 05-27 09:31
正荣金融业务部副总裁郭家耀称,美股周三(26日)温和向好,市场对通胀升温忧虑减退,利好大市气氛,三大指数均录得温和升幅收市。美元低位反弹,油价及金价受压,美国十年期债息回升至1.58厘水平。港股预托证券大致偏软,预料大市早段跟随低开。

内地股市向好,沪综指一度升破3,600点水平,其後升幅收窄,沪深两市成交额保持活跃。

港股跟随内地股市向上,人民币续走强,新经济股普遍向好,有利市况表现。外围走势持续强劲,有利港股後市走势,指数有望进一步上试29,500点阻力,下方支持在28,500点水平。

另中央全面深化改革委员会日前会议表示,要深化医疗服务价格改革,建立合理补偿机制,稳定调价预期,确保群众负担总体稳定、医保基金可承受、公立医疗机构健康发展可持续,提高医疗卫生为人民服务品质和水准。会议亦要求深化医疗服务价格改革,要规范管理医疗服务价格专案,建立目标导向的价格专案管理机制,使医疗服务价格专案更好计价、更好执行、更好评价,更能适应临床诊疗和价格管理需要。同时,要加强对医疗服务价格宏观管理,平衡好医疗事业发展需要和各方承受能力,在总量范围内突出重点、有升有降。

此外,也要结合医疗服务特性加强分类管理,对普遍开展的通用专案,政府要把价格基准管住管好;对於技术难度大的复杂项目,政府要发挥好作用,尊重医院和医生的专业性意见建议,更好体现技术劳务价值。会议表明,必须要建立灵敏有度的价格动态调整机制,明确调价的启动和约束条件;要搞好价格监测评估和监督检查,确保价格机制稳定运行;要积极稳妥开展试点工作,统筹推进公立医院补偿机制、分级诊疗、医疗控费、医保支付等相关改革,形成综合效应。市场观望政策执行力度,对行业往後定价能力的影响。

(笔者为证监会持牌人,没持有上述股份)~

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