郭家耀: 港股超賣料技術反彈 內地房策續偏緊利淡
正榮金融業務部副總裁郭家耀稱,美股週二顯着下滑,市場連日上升後有獲利回吐,加上投資氣氛受中港股市急跌影響,拖累美股三大指數由歷史高位回落。美元反覆偏軟,美國十年期債息回落至1.24釐水平,油價好淡爭持,金價表現靠穩。港股預託證券大致向好,預料大市早段跟隨高開。
內地股市急挫,市場憂慮中央加大各行業整頓力度,滬綜指高開低走,收市下跌2.5%,滬深兩市成交額大幅增加。
港股連日急跌,投資者憂慮監管消息觸發外資大舉拋售,指數一度跌穿25,000點水平,成交更創紀錄新高。由於大市連跌多日後有超賣跡象,預計有望出現技術反彈。不過短期市場氣氛持續波動,預料指數在26,000點水平將有較大阻力,下方支持在24,800點附近。
另國務院副總理韓正表示,要堅持「房子是用來住的、不是用來炒的」定位,不把房地產作爲短期刺激經濟的手段,全面落實穩地價、穩房價、穩預期的房地產長效機制。要把握好保障性租賃住房的政策重點;因地制宜,以人口淨流入城市爲重點,落實城市主體責任,加快發展保障性租賃住房。要牢牢抓住房地產金融這個關鍵,嚴格房地產企業「三線四檔」融資管理和金融機構房地產貸款集中度管理。要加快完善「穩地價」工作機制,優化土地競拍規則,建立有效的企業購地資金審查制度;同時,堅持「保基本」,以小戶型爲主,注重實現「職住平衡」;按照「可負擔、可持續」原則,建立科學的租金定價機制。政府要切實落實主體責任,不斷完善和用好政策工具箱;要持續規範房地產市場秩序,切實管好中介等市場機構,堅決查處市場亂象。
住建部表示,進要一步落實城市政府主體責任,強化省級政府的監督指導責任,對調控工作不力、房價上漲過快的城市要堅決予以問責。下一步還將加強房地產金融管控,完善房地產企業「三線四檔」融資管理規則,落實銀行房地產貸款集中度管理,堅決查處經營貸、消費貸、信用貸違規用於購房。房地產政策持續偏緊,不利板塊氣氛,短線股價將持續受壓。
(筆者爲證監會持牌人,沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.