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郭家耀: 加息預期升溫港股料整固 內房政策轉向利估值修復
安里資產管理董事總經理郭家耀稱,美股周一(21日)反覆向下,聯儲局主席鮑威爾表示通脹水平偏高,暗示未來加息步伐有機會加快,不利大市表現,三大指數均錄得跌幅收市。加息預期升溫,美元走勢向好,美國十年期債息升至2.3厘水平,油價繼續向上,金價反覆回穩。港股預託證券個別發展,預料大市早段跟隨低開。 內地股市向好,滬綜指高開低走,收市上升0.1%,滬深兩市成交額增加至萬億元人民幣水平。 港股反覆回落,指數一度高見21,800點水平,其後大市出現獲利回吐,並倒跌收市,大市成交亦有所減少。投資者觀望藍籌股業績消息,加上加息預期升溫,不利新經濟股表現,預料大市進入反覆整固期,指數在21,800點水平有較大阻力,下方支持在21,000點附近。 另國家財政部官員日前表示,房地產稅改革試點依照全國人大常委會的授權進行,一些城市開展了調查摸底和初步研究,但綜合考慮各方面的情況,今年內不具備擴大房地產稅改革試點城市的條件。去年財政部表示,房地產稅改革試點期限為五年。試點過程中,國務院將及時總結試點經驗,在授權期限屆滿的六個月以前,向全國人大常委會報告試點情況,需要繼續授權的,可以提出相關意見,由全國人大常委會決定。條件成熟時,及時制定法律。試點實施啟動時間由國務院確定。金融委早前召開的專題會議明確提及對房地產行業的支持,隨後人行和銀保監亦分別發聲稱化解房地產市場風險,支持併購貸款。內地房地產政策進一步轉向,市場觀望行業銷售何時出現拐點,以及房企債務問題的解決方案,屆時行業估值可望進一步修復。 (筆者為證監會持牌人,沒持有上述股份)~
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