郭家耀: 科技股止跌港股料上試27,000 網企稅收優惠削減不意外
正榮金融業務部副總裁郭家耀稱,美股周二(10日)個別發展,美國參議院通過一萬億美元基建方案,刺激道指及標普500指數再創歷史新高,科技股高位有回吐,納指逆市向下。美元走勢向好,美國十年期債息上升至1.35厘水平,金價持續向下,油價低位有反彈。港股預託證券大致偏軟,預料大市早段跟隨低開。內地股市造好,滬綜指低開高走,收市上升1%,滬深兩市成交額保持過萬億元人民幣水平。
港股昨日反覆造好,內地股市向上帶動,加上科技股止跌回穩,有利指數表現,並以接近全日高位收市,大市成交亦略有增加。整體氣氛改善下,預料指數有望進一步上試27,000點阻力,下方支持在26,000點水平。
另外電報道,阿里巴巴(09988.HK)日前於投資者電話會議上表示,隨著北京擴大對互聯網行業的控制行動,中央對互聯網行業的稅收優惠將開始減少,中國大型企業將增加數以十億美元計的成本。報道指,政府或不再將其部分業務視為所謂的重點軟件企業,而符合相關資格的企業可享10%的優惠稅率。內地企業一般企業所得稅為25%,符合高新技術資格的企業可享受15%稅率,如被視為國家重點軟件企業,稅率低至10%,另外地方政府也會給予不同稅務優惠。隨著科網企業已壯大至現時規模,再給予稅務優惠影響稅收之餘,亦令其競爭優勢更明顯,在反壟斷的背景,削減稅收優惠屬預期之舉。由於龍頭科網股已大幅調整,相信有關消息落實對股價影響未致太大。
(筆者為證監會持牌人,沒持有上述股份)~
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