郭家耀:市場續追捧科技股 港股有望挑戰25,000阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週二(18日)再度調整,投資者憂慮關稅政策影響環球經濟表現,三大指數均錄得跌幅收市。美元反覆靠穩,美國十年期債息維持於4.28釐水平,金價持續向好,油價先升後回。港股預託證券輕微偏軟,預料大市早段跟隨低開。
內地股市昨日造好,滬綜指收市上升0.1%,滬深兩市成交額略爲縮減。
港股表現強勁,指數再創超過三年高位,高見24,700點水平,大市成交保持活躍。投資者憧憬內地推出更多刺激措施,市場繼續追捧科技股,指數有望挑戰25,000點阻力,下方支持在24,000點附近。
國家金融監督管理總局印發通知,要求金融機構發展消費金融,助力提振消費。負責人表示,金管總局從豐富金融產品、便利金融服務、營造良好消費環境出發,提出優化消費金融政策的具體舉措。負責人稱,一是兼顧供需,統籌加大對居民消費需求與消費供給主體的金融支持;二是適度優惠,針對長期、大額消費需求,從消費貸款額度、期限等方面給予支持;三是合理紓困,針對信用良好、暫時遇到困難的借款人,鼓勵與銀行商定貸款償還方式,有序開展續貸服務;四是專項行動,要求金融機構開展專項行動,發揮政策協同作用,積極支持消費品以舊換新、消費貸款財政貼息等工作。負責人提到,要優化消費金融管理,鼓勵銀行業金融機構在風險可控前提下,加大個人消費貸款投放力度,合理設置消費貸款額度、期限、利率,優化資源配置;完善個人消費貸款盡職免責要求;在有效覈實身份、風險可控前提下,探索開展線上開立和啓動信用卡業務。中央加大力度提振消費,預料有助消費股表現回暖,估值上有重估空間。
(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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