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郭家耀:美股反覆回落 港股料進入牛皮局面
阿思達克 01-17 09:17
港灣家族辦公室業務發展總監郭家耀稱,美股週四(16日)反覆回落,企業業績表現參差,大市高開後反覆向下,三大指數均錄得溫和跌幅收市。美元走勢向下,美國十年期債息回落至4.61釐水平,金價保持強勢,油價高位有回吐。港股預託證券大致靠穩,預料大市早段變動不大。 內地股市昨日靠穩,滬綜指高開低走,收市上升0.3%,滬深兩市成交額略爲增加。 港股近日表現向好,受外圍通脹數據低於預期帶動,市場憧憬今年減息空間增加,利好大市表現,指數一度重上19,600點水平,尾市升幅略爲收窄,大市成交亦較前略爲增加。市場關注外圍息口去向,資金取態仍較審慎,預料大市進入牛皮局面,指數繼續於18,800至19,800點水平徘徊。 另人民銀行行長潘功勝日前在「亞洲金融論壇」(AFF)上表示,聚焦4個重點方向,繼續全力支援香港國際金融中心建設。提出要提升外匯儲備在香港的資產配置比例,據瞭解,實際上外匯儲備多年來已在港作資產配置,在香港註冊及成立的華安投資就是外管局旗下主要海外投資公司之一。 潘功勝亦提到,將探討拓展中央銀行的宏觀審慎與金融穩定功能,與香港金融管理部門協調配合,以支持內地和香港資本市場的健康發展;亦鼓勵更多優質企業到港上市和發行債券,持續優化及拓展內地與香港在股票、債券、理財、利率互換等領域的互聯互通。至於香港離岸人民幣業務樞紐地位方面,支持金管局使用互換資金充實離岸市場人民幣流動性,常態化在香港發行人民幣國債、央行票據,豐富香港離岸人民幣市場的產品和服務。人行與金管局建立了專門工作團隊,將研究及設計相關政策和產品。另外,亦會強化香港國際資產管理中心及財富管理中心功能。 潘功勝說,將進一步優化「跨境理財通」和QDII制度,落實基金互認優化安排,吸引更多內地和國際資金流入香港,豐富香港私募股權投資基金、創業投資基金、私人銀行、家辦等金融業態。預料在人行多方面的政策支持下,將有利香港金融市場的發展,爲行業注入增長動力。 (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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