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郭家耀: 外圍強勁港股料上試26,200 職業教育板塊受惠國策
安里資產管理董事總經理郭家耀稱,美股周二(19日)向好,企業業績表現理想,帶動大市上揚,三大指數均錄得升幅收市。美元走勢反覆,美國十年期債息上升至1.64厘水平,金價反覆向上,油價持續升勢。港股預託證券普遍上升,預料大市早段跟隨外圍高開。內地股市上升,滬綜指低開高走,收市上升0.7%,滬深兩市成交額略為縮減。 港股近日持續向上,指數企穩25,000點以上水平,一度高見25,800點阻力,大市成交則較為淡靜。外圍走勢持續強勁,新經濟股普遍向好,有助帶動大市進一步上升,指數有望挑戰26,200點阻力,下方支持 上移至25,400點附近。 另國務院日前印發《關於推動現代職業教育高質量發展的意見》,提出鼓勵上市公司、行業龍頭企業舉辦職業教育。《意見》提出,到2025年,現代職業教育體系基本建成,辦學條件大幅改善,職業本科教育招生規模不低於高等職業教育招生規模的10%。《意見》又提出,協同推進產教深度融合,打造一批引領產教融合的標杆行業,培育一批行業領先的產教融合型企業,並積極培育市場導向、運作規範的產教融合服務組織。《意見》的目標是到2035年,職業教育整體水平進入世界前列,技能型社會基本建成。技術技能人才社會地位大幅提升,職業教育供給與經濟社會發展需求高度匹配。政策支持職業教育行業發展,對相關高等教育及職業教育股份帶來機遇,前景值得樂觀。 (筆者為證監會持牌人,沒持有上述股份)~
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