郭家耀:觀望中美貿易談判 大市傾向個別發展
港灣家族辦公室業務發展總監郭家耀稱,美股週四(8日)表現向好,美國與英國達成貿易協議,市場憧憬貿易談判進展順利,刺激大市向好,三大指數均錄得升幅收市。美元走勢向上,美國十年期債息回升至4.38釐水平,金價出現回吐,油價則表現向上。港股預託證券變動不大,預料大市早段溫和高開。
內地股市昨日上升,滬綜指低開高走,收市上升0.3%,滬深兩市成交額略爲減少。
港股表現反覆向上,指數低開後回升,再度逼近23,000點水平,尾市升勢回順,大市成交保持清淡。投資者觀望中美貿易談判進展,大市傾向個別發展,預料指數繼續於22,000至23,000點水平徘徊。
另人民銀行行長潘功勝在國新辦舉行的新聞發佈會上表示,4月以來儘管面臨比較大的外部衝擊,國內金融體系仍然保持穩健,金融市場表現較強韌性,當前全球經濟充滿不確定性,央行將統籌金融開放與安全,堅定維護國內股匯債市場平穩運行,將加大宏觀調控,推出一攬子政策措施。人行將降低存款準備金率0.5個百分點,向市場提供長期流動性約1萬億元人民幣,並降低政策利率0.1個百分點,將公開市場7天期逆回購利率從目前的1.5%調降至1.4%。降低個人住房公積金貸款率0.25個百分點,5年期以上首套房利率從2.85%降至2.6%,其他期限利率目標同步調整。下調結構性貨幣政策利率0.25個百分點。人行優化兩項支持資本市場貨幣政策工具,將5,000億元人民幣(下同)證券基金保險公司互換便利,以及3,000億元股票增持回購再貸款兩個工具的額度合併,總額度變爲8,000億元。階段性地將汽車金融公司、金融租賃公司的存款準備金率從目前的5%調降爲0%。將設立5,000億元服務消費與養老再貸款,增加3,000億元科技創新和技術改造再貸款。人行多項政策支持宏觀經濟表現,及資本市場發展,利好後市氣氛。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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