郭家耀: 觀望聯儲議息結果 港股料續好淡爭持
正榮金融業務部副總裁郭家耀稱,美股上周五(4日)走勢向上,美國上月非農業新增職位遜預期,舒緩市場對聯儲局收水憂慮,科技股走勢向好,帶動三大指數均錄得升幅收市。美元走勢回落,美國十年期債息回落至1.5厘水平,金價及油價表現向好。港股預託證券普遍向上,預料大市早段跟隨高開。內地股市上周五先跌後回升,滬綜指低開高走,收市上升0.2%,滬深兩市成交額保持活躍。
港股近日走勢反覆偏軟,指數在29,000點水平爭持,藍籌股個別發展。恆指季檢換馬生效,推動大市成交急增。外圍氣氛向上,舒緩大市調整壓力。投資者觀望聯儲局議息會議結果,預料市況繼續好淡爭持,指數在28,500至29,500點水平徘徊。
另國家藥監局日前召開藥品網絡銷售座談會,要求阿里(09988.HK)、京東(09618.HK)、騰訊(00700.HK)、藥房網、一藥網等藥品網絡銷售第三方平台進一步嚴格落實平台主體責任,嚴格入駐商家的資質審核,嚴格藥品網絡銷售經營管理,及時制止影響藥品安全的行為,形成藥品網絡銷售管理長效機制。
藥監局並稱,會議通報了藥品網絡銷售監測以及監管情況。藥品網絡銷售涉及互聯網診療服務、網上交易以及配送服務等多方面,環節較為複雜,監測發現一些平台在訊息展示、處方藥銷售等方面仍存在問題。與會企業表示,確保藥品網絡銷售質量安全關鍵靠行業和企業自律,將認真落實監管部門要求,嚴把藥品網絡銷售入口關,嚴格審核入駐企業資質;嚴格處方藥銷售管理,確保處方來源真實可靠;嚴格安全用藥管理,確保公眾用藥安全。雖然監管力度加強,短線或對業績有影響,但長遠可令行業健康有序發展,阿里健康(00241.HK)及京東健康(06618.HK)等行業龍頭前景仍值樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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