郭家耀: 監管憂慮暫紓港股料上試27,000 互聯網板塊短線宜觀望
正榮金融業務部副總裁郭家耀稱,美股周三(4日)表現向下,美國私人機構職位數據遠遜預期,加上聯儲局官員表示明年有機會加息,令大市跌勢加劇,道指及標普500指數收市錄得跌幅,科技股逆市向上,納指表現靠穩。美元走勢向好,美國十年期債息維持於1.17厘水平,油價繼續下跌,金價反覆靠穩。港股預託證券大致向好,預料大市早段溫和高開。
內地股市上升,滬綜指低開高走,收市上升0.8%,滬深兩市成交額繼續超過萬億元人民幣水平。
港股昨日反覆造好,新經濟股普遍向上,帶動指數反彈,成交則略為下降。投資者對監管憂慮暫時紓緩,加上個別受政策支持板塊繼續熱炒,有利大市氣氛,預料指數有望進一步上試27,000點水平,下方支持在 26,200點附近。
另內地官媒發表文章,表示未成年人網路沉迷現象普遍,網路遊戲對未成年人的健康成長造成不可低估的影響。數據顯示,當前內地62.5%的未成年網民經常在網上玩遊戲;13.2%未成年手機遊戲用戶,在工作日玩手機遊戲日均超過兩小時。遊戲危害越來越得到社會的共識。文章表示遊戲行業不斷完善青少年保護體系,通過實施網路遊戲賬號實名制度以及限時、宵禁、付費限額等基礎手段,對青少年遊戲使用進行管理。除要求平台增強社會責任意識,不單純追逐利益,完善未成年人防沉迷系統,完善平台內容審核機制,減少不良信息進入未成年人視野。處罰的力度要同步跟上。
家庭也應當切實履行監護職責,將法律規定的責任落到實處,加強對未成年人使用網路行為的引導和監督。家長負有監督責任和表率義務,為孩子樹立榜樣的同時增強家庭教育幫助孩子學會辨別,配合學校教育使孩子學會正確利用互聯網。監管消息不斷,繼續打擊互聯網板塊氣氛,短線宜持觀望態度。
(筆者為證監會持牌人,沒持有上述股份)~
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