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郭家耀:憂關稅導致衰退美股急挫 港股料下試23,000支持
阿思達克 03-11 09:03
港灣家族辦公室業務發展總監郭家耀稱,美股週一(10日)顯着下滑,市場憂慮關稅措施拖累經濟出現衰退,影響企業盈利表現,大市出現拋售,三大指數均錄得顯着跌幅收市。美元走勢向下,美國十年期債息回落至4.21釐水平,金價及油價表現偏軟。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。 內地股市昨日下跌,滬綜指高開低走,收市下跌0.2%,滬深兩市成交額有所縮減。 港股表現回落,內地通縮壓力再現,加上外圍走勢反覆,拖累大市向下,失守24,000點水平,整體成交保持活躍。外圍顯着回落,帶動大市短期出現調整,預料指數將下試23,000點支持,上方阻力在24,000點附近。 另國務院日前印發《關於做好金融「五篇大文章」的指導意見》,推動做好科技金融、綠色金融、普惠金融、養老金融及數字金融等方面,鼓勵金融機構把其納入經營發展戰略,建立負責和部門協調推進機制,持續加強資源投入和人才建設,優化金融領域貸款風險分擔機制,發揮政府性融資擔保體系增信和分險作用。科技金融上,意見提出要統籌運用股權、債權、保險等手段,爲科技型企業提供全鏈條、全生命週期金融服務,加強對國家重大科技任務和科技型中小企業的金融支援,優化科技型中小企業融資環境,發展股權投資、創業投資、天使投資,壯大耐心資本,支援培育發展科技領軍企業、獨角獸企業和專精特新中小企業。綠色金融則確保國家能源安全、協助碳達峯碳中和形成有力支撐爲目標,引導金融機構把綠色低碳轉型因素,納入資產組合管理考慮,逐步開展碳覈算和可持續資訊披露,深化綠色金融國際合作。再者,完善多層次、廣覆蓋、可持續的普惠金融體系,持續推進「信易貸」工作、「一鏈一策一批」中小微企業融資促進行動,推動普惠小微貸款增量、擴面、提質;加大對殘疾人、退役軍人、新市民、高校家庭經濟困難學生等羣體就業就學的金融支持力度。養老金融應完善相關政策,強化銀髮經濟金融支持,建立企業年金或職業年金的單位及其職工,和個人養老金參與者提供更便捷的金融服務。加強養老資金投資管理,推動實現養老金穩健增值,大力發展商業保險年金,探索與健康、養老照護等服務有效銜接,增強金融知識宣傳教育,加大涉老非法金融活動防範和打擊力度,保障老年人合法金融權益。數字金融加快創新方面,除了支援鞏固拓展數碼經濟優勢,穩妥推進數字人民幣研發和應用,同時亦要依法合規推動金融數據共用和流通,加大公共信用資訊對金融領域的開放共用力度,把數碼金融創新業務納入監管,提高數碼化監管和金融消費者保護能力,規範電子簽名技術在金融領域的應用。政策鼓勵金融行業對經濟活動全方位支持,爲各環節注入活水,有助提振宏觀經濟表現。 (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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