郭家耀:AI概念續發酵 港股短期料整固 後市有望上試22,500阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週四(13日)走勢向上,美國總統特朗普正式宣佈對等關稅政策,市場未有感到意外,大市高開後升幅持續擴大,三大指數均錄得顯着升幅收市。美元表現回落,美國十年期債息下滑至4.53釐水平,金價持續向好,油價低位靠穩。港股預託證券大致向好,預料大市早段跟隨高開。
內地股市昨日下跌,滬綜指低開低走,收市下跌0.4%,滬深兩市成交額保持活躍。
港股昨日高開低收,指數一度突破22,000點關口,高見22,500點水平,其後由高位回落,並倒跌收市,大市成交急增至3,700億水平。大市連日急升後有獲利回吐,預料短期進入整固階段,不過相信AI概念繼續發酵,整體上升趨勢未完,指數在21,500點水平應有較強支持,後市有望再上試22,500點阻力。
另金融監管總局日前公佈《關於開展保險資金投資黃金業務試點的通知》,明確試點保險公司可以中長期資產配置爲目的,開展投資黃金業務試點。試點保險公司共10家,試點投資黃金範圍包括在上海黃金交易所主板上市或交易的黃金現貨實盤合約、黃金現貨延期交收合約、上海金集中定價合約、黃金詢價即期合約、黃金詢價掉期合約和黃金租借業務。此外,在試點要求方面,通知對試點保險公司投資黃金的事前事中管理進行了規範。在監督管理方面,通知明確了試點業務的定期報告、臨時報告機制以及相關監督管理要求。內地險資可以黃金作長期投資,將爲金價帶來堅實支持。
(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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