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郭家耀:美通脹符預期納指破頂 港股成交淡觀望味濃
阿思達克 12-12 09:14
港灣家族辦公室業務發展總監郭家耀稱,美股週三(11日)個別發展,美國最新通脹數據符合預期,市場維持對聯儲局減息期望,科技股表現出色,納指再度破頂,傳統類股份較爲失色,三大指數收市升跌不一。美元走勢靠穩,美國十年期債息回升至4.26釐水平,金價表現向好,油價走勢亦向上。港股預託證券變動不大,預料大市早段缺乏方向。 內地股市昨日向好,滬綜指低開高走,收市上升0.3%,滬深兩市成交額略爲縮減。 港股走勢回落,指數高開後一度逼近20,500點水平,其後大市沽壓增加,並以接近低位收市,整體成交亦有所減少。市場觀望氣氛較爲濃厚,政策刺激憧憬未能進一步帶動市況向上,預料指數繼續維持20,000至21000點水平徘徊。 另中央政治局日前召開會議,分析研究2025年經濟工作。會議強調,做好明年經濟工作,加快構建新發展格局,紮實推動高質量發展,進一步全面深化改革,擴大高水平對外開放,建設現代化產業體系,更好統籌發展和安全,實施更加積極有爲的宏觀政策,擴大國內需求,推動科技創新和產業創新融合發展,穩住樓市股市,防範化解重點領域風險和外部衝擊,穩定預期、激發活力,推動經濟持續回升向好。會議指出,實施更加積極的財政政策和適度寬鬆的貨幣政策,充實完善政策工具箱,加強超常規逆週期調節,打好政策組合拳,提高宏觀調控的前瞻性、針對性、有效性。要大力提振消費、提高投資效益,全方位擴大國內需求。要以科技創新引領新質生產力發展,建設現代化產業體系。要發揮經濟體制改革牽引作用,推動標誌性改革舉措落地見效。要擴大高水平對外開放,穩外貿、穩外資。要有效防範化解重點領域風險,牢牢守住不發生系統性風險底線。要持續鞏固拓展脫貧攻堅成果,統籌推進新型城鎮化和鄉村全面振興,促進城鄉融合發展。要加大區域戰略實施力度,增強區域發展活力。要協同推進降碳減污擴綠增長,加快經濟社會發展全面綠色轉型。要加大保障和改善民生力度,增強人民羣衆獲得感幸福感安全感。市場預期內地將推出更多財政政策,並以寬鬆貨幣政策配合,刺激宏觀經濟,投資者觀望具體措施落實情況,來評估刺激效果。 (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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