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郭家耀:北水有淨流出跡象 港股或考驗24,000支持
阿思達克 03-21 09:05
港灣家族辦公室業務發展總監郭家耀稱,美股週四(20日)反覆偏軟,大市早段跌幅一度擴大,其後又曾掉頭上升,三大指數收市錄得溫和跌幅。美元走勢向好,美國十期債息回落至4.24釐水平,金價持續強勢,油價反覆造好。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。 內地股市昨日下跌,滬綜指低開低走,收市下跌0.5%,滬深兩市成交額進一步縮減。 港股昨日顯着調整,連日上升後有獲利盤涌現,拖累大市向下,並以接近全日低位收市,整體成交保持活躍。外圍走勢反覆,加上北水有淨流出跡象,預料指數或考驗24,000點支持,上方阻力在25,000點水平。 國務院日前印發《提振消費專項行動方案》,表示要促進工資性收入合理增長,科學合理提高最低工資標準;加大生育養育保障力度,研究建立育兒補貼制度;同時要加大消費品以舊換新支持力度,用好超長期特別國債資金。方案提出拓寬財產性收入渠道,多措並舉穩住股市,加強戰略性力量儲備和穩市機制建設。進一步豐富適合個人投資者投資的債券相關產品品種。消費能力保障支持行動方面,加大生育養育保障力度,研究建立育兒補貼制度;提高醫療養老保障能力,健全基本養老保險待遇合理調整機制。同時,要更好滿足住房消費需求,持續用力推動房地產市場止跌回穩,加力實施城中村和危舊房改造,充分釋放剛性和改善性住房需求潛力;允許專項債券支持城市政府收購存量商品房用作保障性住房;落實促進房地產市場平穩健康發展有關稅收政策;適時降低住房公積金貸款利率。擴大住房公積金使用範圍,支持繳存人在提取公積金支付購房首付款的同時申請住房公積金個人住房貸款,加大租房提取支持力度,推進靈活就業人員繳存試點工作。在強化信貸支持方面,鼓勵金融機構在風險可控前提下加大個人消費貸款投放力度,合理設置消費貸款額度、期限、利率;支持金融機構按照市場化法治化原則優化個人消費貸款償還方式,有序開展續貸工作;2025年對符合條件的個人消費貸款和消費領域的服務業經營主體貸款給予財政貼息。政策加強提振消費,有利相關企業表現回暖,帶動估值水平提升。 (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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