郭家耀: 關注內地政策港股或考驗19,200 內房、互聯網行業迎政策轉向
安里資產管理董事總經理郭家耀稱,美股連日大幅下滑,投資者憂慮通脹壓力持續,聯儲局需要繼續大幅加息壓抑,影響大市表現,科技股跌勢最為顯著,周一(9日)三大指數均錄得跌幅收市。美元走勢持續強勁,美國十年期債息一度高見3.2厘水平,金價及油價走勢向下。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。
內地股市昨日個別發展,滬綜指低開高走,收市上升0.1%,滬深兩市成交額顯著縮減。
港股近日跟隨外圍向下,市場憂慮環球資金流動性收緊,加上人民幣持續弱勢,不利大市表現,指數上周險守20,000點水平,大市成交繼續清淡。外圍走勢未有改善,投資者繼續關注內地政策消息,預料指數將考驗19,200點支持,上方阻力在20,500點附近。
另中共中央政治局日前召開會議,會議指出情和烏克蘭危機導致風險挑戰增多,經濟發展環境的複雜性、嚴峻性、不確定性上升,穩增長、穩就業、穩物價面臨新的挑戰。做好經濟工作、切實保障和改善民生至關重要。會議要求,要加大宏觀政策調節力度,紮實穩住經濟,努力實現全年經濟社會發展預期目標,保持經濟運行在合理區間。要加快落實已經確定的政策,實施好退稅減稅降費等政策,用好各類貨幣政策工具。要堅持房子是用來住的、不是用來炒的定位,支持各地從當地實際出發完善房地產政策,支持剛性和改善性住房需求,優化商品房預售資金監管,促進房地產市場平穩健康發展。要促進平台經濟健康發展,完成平台經濟專項整改,實施常態化監管,出台支持平台經濟規範健康發展的具體措施。今次會議釋放重要政策信號,房地產及互聯網行業有望迎來政策轉向,利好行業估值回升。
(筆者為證監會持牌人,沒持有上述股份)~
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