郭家耀: 观望联储议息结果 港股料续好淡争持
正荣金融业务部副总裁郭家耀称,美股上周五(4日)走势向上,美国上月非农业新增职位逊预期,舒缓市场对联储局收水忧虑,科技股走势向好,带动三大指数均录得升幅收市。美元走势回落,美国十年期债息回落至1.5厘水平,金价及油价表现向好。港股预托证券普遍向上,预料大市早段跟随高开。内地股市上周五先跌後回升,沪综指低开高走,收市上升0.2%,沪深两市成交额保持活跃。
港股近日走势反覆偏软,指数在29,000点水平争持,蓝筹股个别发展。恒指季检换马生效,推动大市成交急增。外围气氛向上,舒缓大市调整压力。投资者观望联储局议息会议结果,预料市况继续好淡争持,指数在28,500至29,500点水平徘徊。
另国家药监局日前召开药品网络销售座谈会,要求阿里(09988.HK)、京东(09618.HK)、腾讯(00700.HK)、药房网、一药网等药品网络销售第三方平台进一步严格落实平台主体责任,严格入驻商家的资质审核,严格药品网络销售经营管理,及时制止影响药品安全的行为,形成药品网络销售管理长效机制。
药监局并称,会议通报了药品网络销售监测以及监管情况。药品网络销售涉及互联网诊疗服务、网上交易以及配送服务等多方面,环节较为复杂,监测发现一些平台在讯息展示、处方药销售等方面仍存在问题。与会企业表示,确保药品网络销售质量安全关键靠行业和企业自律,将认真落实监管部门要求,严把药品网络销售入口关,严格审核入驻企业资质;严格处方药销售管理,确保处方来源真实可靠;严格安全用药管理,确保公众用药安全。虽然监管力度加强,短线或对业绩有影响,但长远可令行业健康有序发展,阿里健康(00241.HK)及京东健康(06618.HK)等行业龙头前景仍值乐观。
(笔者为证监会持牌人,没持有上述股份)~
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