郭家耀:美股急挫金價屢破頂 港股復市料21,500點爲主要阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週一(21日)大幅下滑,市場憂慮聯儲局主席鮑威爾將被撤換,三大指數均錄得顯着跌幅收市。美元大幅走低,金價再創紀錄新高,油價表現向下,美國十年期債息上升至4.42釐水平。港股預託證券普遍下滑,預料大市早段跟隨外圍低開。
內地股市昨日向好,滬綜指低開高走,收市上升0.5%,滬深兩市成交額略爲增加。
港股假期前表現向上,指數企穩21,000點水平,投資者憧憬內地推出更多政策,加上北水持續涌入,有利大市表現。不過,外圍表現持續不穩,大市進一步向上阻力較大,指數在21,500點爲主要阻力水平,下方支持在20,500點附近。
另國家金管總局日前發佈《關於調整保險資金權益類資產監管比例有關事項通知》,內容包括上調權益資產配置比例上限,進一步拓寬權益投資空間、提高投資創業投資基金的集中度比例,以及放寬稅延養老比例監管要求。《通知》表示,此舉旨在優化保險資金比例監管政策,加大對資本市場和實體經濟的支持力度。下一步,金管總局將持續完善保險資金運用監管政策,助力經濟社會發展。在上調權益資產配置比例上限方面,《通知》簡化檔位標準,將部分檔位償付能力充足率對應的權益類資產比例上調5%,進一步拓寬權益投資空間,爲實體經濟提供更多股權性資本。此外,提高投資創業投資基金的集中度比例。引導保險資金加大對國家戰略性新興產業股權投資力度,精準高效服務新質生產力。放寬稅延養老比例監管要求。明確稅延養老保險普通賬戶不再單獨計算投資比例,助力第三支柱養老保險高質量發展。吸引長期保險資金投入實體經濟,有助提升保險資金投資靈活度,併爲實體經濟拓寬融資渠道,創造共贏局面。
(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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