郭家耀: 外围续佳港股料试29,500 基本金属受基本面支持
正荣金融业务部副总裁郭家耀称,美股周四(27日)表现向好,就业数据理想刺激大市向上,尾市升幅收窄,道指及标普500指数录得温和升幅收市,科技股走势反覆,纳指轻微向下。美元走势持续偏软,美国十年期债息回升至1.61厘水平,金价表现平稳,油价持续向好。港股预托证券大致向上,预料大市早段跟随高开。
内地股市向好,沪综指低开高走,收市上升0.4%,沪深两市成交额保持活跃。
港股高位整固,大市早段一度失守29,000点水平,其後跌幅收窄,收市企稳29,000点以上水平,MSCI季检生效令成交大幅增加。外围气氛持续理想,港股走势向好,指数有望进一步挑战29,500点阻力,下方支持在28,500点水平。
另发改委表示日前联同工信部、国资委、市监局和中证监等五个部门召开会议,联合约谈铁矿石、钢材、铜和铝等行业具有较强市场影响力的重点企业,钢铁工业协会、有色金属协会参加。会议要求,重点企业要树立大局意识,积极履行社会责任,强化法律意识,带头维护大宗商品市场价格秩序,不得相互串通操纵市场价格、捏造散播涨价资讯,不得囤积居奇、哄抬价格。会议指出今年以来,部分大宗商品价格持续大幅上涨,个别商品价格接连创新高,引起各方面广泛关注,而商品价涨是多种因素共同作用的结果,既有国际传导因素,也有许多方面反映存在过度投机炒作行为,扰乱正常生产销售情况,对价格上涨产生推波助澜作用。
各监管部门将密切跟踪监测大宗商品价格走势,加强大宗商品期货和现货市场联动监管,对违法行为采取「零容忍」,持续加大执法检查力度,排查异常交易和恶意炒作,坚决依法严厉查处达成实施垄断协定、散播虚假资讯、哄抬价格、囤积居奇等违法行为。同时亦提到,重点企业要树立大局意识,积极履行社会责任,促进上下游行业协调发展,维护行业良好生态。参会企业和行业协会表示,将按照约谈提醒要求,认真规范生产经营行为,切实履行社会责任,坚持依法合规经营,为营造和谐稳定的市场和价格秩序贡献。虽然政策希望为近日急升的金属价格降温,但价格仍受基本面支持,预料金属板块後市展望乐观。
(笔者为证监会持牌人,没持有上述股份)~
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