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郭家耀:港股料23,000點阻力仍較大
阿思達克 05-12 09:06
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(9日)先升後回,市場觀望中美週末舉行的會談結果,投資氣氛審慎,三大指數收市升跌不一。美元表現向下,美國十年期債息維持於4.38釐水平,金價及油價走勢向好。港股預託證券個別發展,預料大市早段缺乏方向。 內地股市上週五走勢向下,滬綜指低開低走,收市下跌0.3%,滬深兩市成交額亦有所縮減。 港股表現向好,指數上週五高開後反覆上升,收市錄得溫和升幅,整體成交則較爲清淡。市況傾向個別發展,指數在23,000點水平阻力仍較大,下方支持在22,000點附近。 國家金融監督管理總局表示,引導行業深入推進降本增效,可持續發展基礎進一步夯實,完善資本補充機制,大型商業銀行資本補充工作正在加快實施,大型保險集團資本補充已經提上日程,各地也正在多渠道有序補充中小金融機構資本金,這些措施將進一步增強金融體系的韌性和服務高質量發展的能力。下一步,將加快加強增量政策儲備,不斷完善應對預案,全力鞏固經濟回升向好的基本面。 近期,將推出8項增量政策,包括加快出臺與房地產發展新模式相適配的系列融資制度,助力持續鞏固房地產市場穩定態勢;進一步擴大保險資金長期投資試點範圍,爲市場引入更多增量資金;調整優化監管規則,進一步調降保險公司股票投資風險因子,支持穩定和活躍資本市場;儘快推出支持小微企業、民營企業融資一攬子政策,做深做實融資協調工作機制,助力穩企業穩經濟。 此外,制定實施銀行業保險業護航外貿發展系列政策措施,對受關稅影響較大的市場主體提供精準服務,全力幫扶穩定經營、拓展市場;修訂出臺併購貸款管理辦法,促進產業加快轉型升級;發起設立金融資產投資公司的主體擴展至符合條件的全國性商業銀行,加大對科創企業的投資力度,及制定科技保險高質量發展意見,更好發揮風險分擔和補償作用,切實爲科技創新提供有力保障。多項措施針對目前市場關注重點,加以扶持行業發展,有助提升市場對前景信心。 (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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