郭家耀:長假期臨近 港股短線或上試19,800阻力
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(17日)表現向好,中美領導人進行通話,舒緩市場對貿易戰憂慮,三大指數均錄得升幅收市。美元表現向上,美國十年期債息回升至4.62釐水平,金價及油價走勢受壓。港股預託證券普遍造好,預料大市早段跟隨高開。
內地股市上週五向上,滬綜指低開高走,收市上升0.2%,滬深兩市成交額略爲縮減。
港股連日反彈,指數上週五低開高走,收市錄得溫和升幅,整體成交保持清淡。外圍氣氛改善,有助大市表現回穩,長假期臨近在即,預料成交將轉爲淡靜。指數短線有望上試19,800點阻力,下方支持在19,000點水平。
另國務院支持文化和旅遊消費,鼓勵推出文化和旅遊消費券、消費滿減等優惠及區域一體化消費惠民措施;推出冰雪旅遊、避寒避暑旅居等特色旅遊產品,增開旅遊列車。同時,推出一批高質量少兒題材舞臺劇目,打造親子度假酒店;提升老年人文旅服務品質,推出更多適合老年人的文化和旅遊產品;發展夜間文旅經濟,豐富夜間消費業態,支持各地對消費集聚商業區升級改造、優化配套服務。國務院亦要求,擴大文旅有效投資,支持符合條件的文化和旅遊類項目發行基礎設施領域不動產投資信託基金;加快重組中國旅遊產業基金,引導社會資本和金融機構加大對旅遊業的投入。
此外,加大對符合條件的文化和旅遊領域「兩新」項目的支持力度,支持各地統籌用好各渠道資金開展文化和旅遊消費促進活動;釋放職工消費潛力,鼓勵錯峯休假。中央積極推動中國經濟增長模式的轉型,提升經濟增長的質量與永續性。着力提振內需特別是居民消費需求,中國宏觀經濟政策的角色方向將從過去的更多偏向投資,轉向消費與投資並重,並更加重視消費。將從提高居民收入、擴大消費補貼支持、創新消費供給、完善社會保障等方面發力,有效擴大消費,更好發揮消費對經濟增長的主要拉動作用,促進中國經濟高質量發展。
(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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