郭家耀: 疫情紓緩港股或上試21,000 內地房市須更大力度支持
安里資產管理董事總經理郭家耀稱,美股周二(17日)走勢向上,美國經濟數據理想,資金趁低吸納,帶動三大指數均錄得升幅收市。美元走勢回落,美國十年期債息回升至2.96厘水平,金價及油價反覆向下。港股預託證券個別發展,預料大市早段溫和高開。
內地股市昨日向好,滬綜指低開高走,收市上升0.6%,滬深兩市成交額繼續清淡。
港股走勢顯著回暖,疫情進一步紓緩,加上市場憧憬新經濟行業監管政策有所放寬,利好大市氣氛,指數重上20,600點水平,成交亦有所增加。在政策消息刺激下,大市有力進一步上試高位,挑戰21,000點阻力,下方支持上移至20,000點水平。
另人行及銀保監日前通知,對於透過貸款購買普通房屋的居民家庭,首套住宅商業性個人貸款利率下限,調整為不低於相應期限貸款市場報價利率(LPR)減0.2厘,而第二套住宅貸款利率政策下限按照現行規定執行。通知列明,在全國統一的貸款利率下限基礎上,人行及銀保監各派出機構按照「因城施策」的原則,指導各省級市場利率定價自律機制,根據轄區內各城市房地產市場形勢變化及城市政府調控要求,並可「自主確定轄區內各城市首套和二套住房商業性個人住房貸款利率加點下限」。
貝殼研究院於4月下旬統計,內地103個重點城市主流首套住房按息為5.17厘,第二套住宅物業按息5.45厘。市場預料調低按息下限,有利減輕置業成本,支持釋放樓市需求。不過,目前措施未足以扭轉疲弱的銷售,相信仍需更大力度的政策扶持。
(筆者為證監會持牌人,沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.