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郭家耀: 外圍續佳港股料試29,500 基本金屬受基本面支持
阿思達克 05-28 09:54
正榮金融業務部副總裁郭家耀稱,美股周四(27日)表現向好,就業數據理想刺激大市向上,尾市升幅收窄,道指及標普500指數錄得溫和升幅收市,科技股走勢反覆,納指輕微向下。美元走勢持續偏軟,美國十年期債息回升至1.61厘水平,金價表現平穩,油價持續向好。港股預託證券大致向上,預料大市早段跟隨高開。

內地股市向好,滬綜指低開高走,收市上升0.4%,滬深兩市成交額保持活躍。

港股高位整固,大市早段一度失守29,000點水平,其後跌幅收窄,收市企穩29,000點以上水平,MSCI季檢生效令成交大幅增加。外圍氣氛持續理想,港股走勢向好,指數有望進一步挑戰29,500點阻力,下方支持在28,500點水平。

另發改委表示日前聯同工信部、國資委、市監局和中證監等五個部門召開會議,聯合約談鐵礦石、鋼材、銅和鋁等行業具有較強市場影響力的重點企業,鋼鐵工業協會、有色金屬協會參加。會議要求,重點企業要樹立大局意識,積極履行社會責任,強化法律意識,帶頭維護大宗商品市場價格秩序,不得相互串通操縱市場價格、捏造散播漲價資訊,不得囤積居奇、哄抬價格。會議指出今年以來,部分大宗商品價格持續大幅上漲,個別商品價格接連創新高,引起各方面廣泛關注,而商品價漲是多種因素共同作用的結果,既有國際傳導因素,也有許多方面反映存在過度投機炒作行為,擾亂正常生產銷售情況,對價格上漲產生推波助瀾作用。

各監管部門將密切跟蹤監測大宗商品價格走勢,加強大宗商品期貨和現貨市場聯動監管,對違法行為採取「零容忍」,持續加大執法檢查力度,排查異常交易和惡意炒作,堅決依法嚴厲查處達成實施壟斷協定、散播虛假資訊、哄抬價格、囤積居奇等違法行為。同時亦提到,重點企業要樹立大局意識,積極履行社會責任,促進上下游行業協調發展,維護行業良好生態。參會企業和行業協會表示,將按照約談提醒要求,認真規範生產經營行為,切實履行社會責任,堅持依法合規經營,為營造和諧穩定的市場和價格秩序貢獻。雖然政策希望為近日急升的金屬價格降溫,但價格仍受基本面支持,預料金屬板塊後市展望樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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