郭家耀: 憂慮監管新經濟股 港股或下試27,500
正榮金融業務部副總裁郭家耀稱,美股周二(6日)復市個別發展,美元走勢轉強,長債息率顯著下滑,拖累道指一度急跌超過400點,科技股持續強勢,納指逆市上升,三大指數收市升跌不一。美元走勢向好,美國十年期債息下滑至1.35厘水平,油價高位回落,金價反覆向上。港股預託證券普遍向下,預料大市早段跟隨低開。內地股市下滑,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額進一步增加。
港股持續弱勢,指數一度跌穿28,000點水平,大市成交略為縮減。市場氣氛保持謹慎,投資者憂慮監管消息拖累新經濟股表現,預料指數短期調整勢頭持續,有機會下試27,500點支持,上方阻力在28,500點附近。
另市場監管總局日前起草《價格違法行為行政處罰規定(修訂徵求意見稿)》。《徵求意見稿》調整六類價格違法行為罰款額度,新增處罰上限規定,新增對電商平台、行業協會商會、中介機構、國家行政機關收費的違法行為罰款規定,明確突發事件的哄抬價格等行為將從重處罰。內地進一步收緊互聯網監管,短線新經濟股氣氛將受拖累,弱勢仍會持續。
(筆者為證監會持牌人,沒持有上述股份)~
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