郭家耀:市場風險胃納上升 港股有望上試20,500阻力
港灣家族辦公室業務發展總監郭家耀稱,美股週二(21日)表現向上,加徵關稅消息未有對市場氣氛帶來太大影響,三大指數均錄得升幅收市。美元走勢回落,美國十年期債息下滑至4.57釐水平,金價走勢向好,油價則表現向下。港股預託證券表現偏軟,預料大市早段輕微低開。
內地股市昨日個別發展,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額略爲增加。
港股連日上升,指數一度高見20,200點水平,尾市升幅略爲收窄,大市成交保持活躍。市場氣氛向好,資金繼續流入科技板塊,刺激指數企穩二萬點水平,市場風險胃納上升,指數有望上試20,500點阻力,下方支持在19,700點水平。
另國家商務部日前發佈購買手機、平板、智能手錶及家電以舊換新補貼品種和標準等細節。個人消費者購買單件銷售價格不超過6,000元人民幣的手機、平板及智能手錶三類數碼產品可享受購新補貼。每件補貼比例爲減去生產、流通環節及移動營運商所有優惠後最終銷售價格的15%,每件最高不超過500元。個人消費者購買兩級及以上能效或水效標準的冰箱、洗衣機、電視、空調、電腦、熱水器、家用竈具、吸油煙機、淨水器、洗碗機、電飯煲及微波爐12類家電產品給予補貼,補貼標準爲產品最終銷售價格的15%,對其中購買一級及以上能效或水效標準的產品額外再給予產品最終銷售價格5%的補貼。每位消費者每類產品可補貼一件,空調產品最高補貼三件,每件補貼不超過2,000元。另外,國家商務部等八部委亦聯合發佈《做好2025年汽車以舊換新工作的通知》,明確今年對個人消費者報廢2012年6月30日前註冊登記的汽油乘用車、2014年6月30日前註冊登記的柴油及其他燃料乘用車,或2018年12月31日前註冊登記的新能源乘用車,併購買符合要求的車型,可給予一次性定額補貼。其中,對報廢相關舊車併購買新能源乘用車的,補貼2萬元人民幣;對報廢相關燃油乘用車併購買2.0升及以下排量燃油乘用車的,補貼1.5萬元。年度內每位個人消費者最多享受一次汽車報廢更新補貼。同時,對轉讓登記在該人名下的乘用車,併購買乘用車新車的個人消費者,給予一次性補貼支持,購買新能源乘用車補貼最高不超過1.5萬元,購買燃油乘用車補貼最高不超過1.3萬元。每位個人消費者在年度內最多可享受一次汽車置換更新補貼,就同一輛新車只能選擇申領汽車報廢更新補貼或者置換更新補貼。中央明確以補貼手段刺激消費,相信仍有其他政策配合出臺,扭轉宏觀經濟基本面疲弱情況。
(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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