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郭家耀:港股短線資金換馬 習近平晤民企負責人釋放重要政策訊號
阿思達克 02-20 09:03
港灣家族辦公室業務發展總監郭家耀稱,美股週三(19日)反覆向好,大市早段受關稅消息影響而偏軟,其後聯儲局會議紀錄顯示可能暫停量化緊縮,刺激大市低位反彈,三大指數均錄得溫和升幅收市。美元走勢向上,美國十年期債息回落至4.53釐水平,金價再創新高,油價表現靠穩。港股預託證券大致向下,預料大市早段跟隨低開。 內地股市昨日上升,滬綜指低開高走,收市上升0.8%,並以接近全日高位收市,滬深兩市成交額略爲縮減。 港股昨日先跌後回穩,指數一度低見22,600點水平,其後跌幅收窄,整體成交較前減少。市場氣氛維持良好,短線資金有換馬跡象,預料指數繼續整固過程,維持於22,500至23,200點水平上落。 另國家主席習近平日前在北京出席民營企業座談會,發表了重要講話,強調國家對民營經濟發展的重視和支持。此次座談會的核心主題是探討如何促進民營經濟的健康發展,併爲未來的發展方向提供指導。會議由中共中央政治局常委、全國政協主席王滬寧主持,多位民營企業負責人代表也在會上發言,提出了促進民營經濟發展的建議。 會上習近平指出,民營經濟在新時代的發展前景廣闊,民營企業和企業家應當把握時機,發揮自身優勢。他強調,這一方針已經納入中國特色社會主義制度體系,將一以貫之堅持和落實,不會改變。習近平明確表示,國家將持續支持和引導非公有制經濟的發展,並保證各種所有制經濟在法律上平等使用生產要素,公平參與市場競爭。他強調,促進各種所有制經濟優勢互補、共同發展,是推動經濟增長的重要途徑。 習近平提到,當前民營經濟發展面臨的一些困難和挑戰,主要是在改革發展的過程中出現的。他指出,這些問題是局部的、暫時的,並且是可以克服的。他呼籲全體企業家要保持信心,增強發展定力,面對困難時要保持積極的態度。習近平強調,落實促進民營經濟發展的政策措施是當前的工作重點。他要求各級政府要堅決執行中央政策,破除市場進入障礙,持續解決民營企業在融資及賬款拖欠等方面的問題。 他強調,必須加強執法監督,保護民營企業的合法權益,促進其健康發展。習近平呼籲廣大民營企業和企業家要充滿創業和報國的激情,不斷提升理想境界,弘揚企業家精神。他強調要專注於企業的高質量發展,堅守主業,加強自主創新,以推動科技創新和建設現代化產業體系。今次講話強調民營經濟在中國經濟中的重要角色,還爲未來的政策方向提供了清晰的框架,釋放重要政策訊號,有利宏觀經濟重拾動力。 (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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