郭家耀:港股累積升幅較大 料指數在25,000點有較大阻力
港灣家族辦公室業務發展總監郭家耀分析指,美股週三表現向好,聯儲局維持今年減息兩次預期,主席鮑威爾表示美國經濟表現仍然強勁,言論刺激大市升幅擴大,三大指數均錄得顯着升幅收市。美元走勢靠穩,美國十年期債息回落至4.24釐水平,金價再創新高,油價表現向好。港股預託證券變動不大,預料大市早段缺乏方向。內地股市昨日個別發展,滬綜指反覆低收,下跌0.1%,滬深兩市成交額亦有所縮減。港股昨日在高位整固,指數高見24,800點水平,整體成交保持活躍。市場近日累積升幅較大,預料指數在25,000點有較大阻力,下方支持在24,200點水平。
行業消息
國家統計局公佈今年1至2月全國規模以上工業增加值按年增長5.9%,高於市場預期。社會消費品零售總額8.37萬億元人民幣,按年增長4%,亦高於市場預期的3.8%增長。今年首兩個月全國固定資產投資5.26萬億元人民幣,按年增長4.1%,高於市場預期增長3.2%。分領域看,基礎設施投資按年增長5.6%,製造業投資增長9.0%,房地產開發投資下降9.8%。首兩月全國城鎮調查失業率平均值爲5.3%。2月份,全國城鎮調查失業率爲5.4%,比上月上升0.2個百分點。31個大城市城鎮調查失業率爲5.2%。國統局表示,總的來看,首兩月,隨着各項宏觀政策繼續發力顯效,國民經濟延續向新向好態勢,發展質量穩步提高。但也要看到,外部環境更趨複雜嚴峻,國內有效需求不足,部分企業生產經營困難,經濟持續回升向好基礎還不穩固。下階段要實施更加積極有爲的宏觀政策,全方位擴大國內需求,進一步深化改革開放,着力增強動力、激發活力、改善預期,推動經濟持續回升向好。整體數據回暖,加上更多貨幣及財政政策落地,預料將利好資本市場氣氛。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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