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郭家耀:美暫緩多地關稅美股暴漲 港股或隨外圍反彈至21,000水平
阿思達克 04-10 09:05
港灣家族辦公室業務發展總監郭家耀稱,美股週三(9日)顯着反彈,中美關稅進一步提升,大市早段受壓,其後華府宣佈暫停部分國家及地區實施新關稅措施,刺激美股急升,三大指數均錄得顯着升幅收市。美元走勢靠穩,美國十年期債息上升至4.32釐水平,金價顯着造好,油價亦由低位反彈。港股預託證券普遍向上,預料大市早段跟隨外圍高開。 內地股市昨日上升,滬綜指低開高走,收市上升1.3%,滬深兩市成交額明顯增加。 港股繼續大幅波動,指數低開後一度低見19,200點水平,其後跌幅逐步收窄,並倒升收市,大市成交保持活躍。關稅措施消息繼續觸動市場情緒,指數表現持續波動,大市或跟隨外圍反彈至21,000點水平,下方支持仍在19,000點附近。 另國家隊出手增持中國股票資產,堅決維護資本市場平穩運行,並表示堅決當好長期資本、耐心資本、戰略資本。中央匯金公司表示,堅定看好中國資本市場發展前景,充分認可當前A股配置價值,已再次增持了交易型開放式指數基金,未來將繼續增持,堅決維護資本市場平穩運行。中央匯金是國有獨資公司,目前是二十多家金融機構的控參股股東。中央匯金公司一直是維護資本市場穩定的重要戰略力量,是資本市場上的「國家隊」,發揮着類「平準基金」作用。 自2008年以來,中央匯金多次參與維護資本市場穩定工作,積極提升資本市場的內在穩定性。中央匯金充分認可當前A股配置價值。隨着資本市場投資融資綜合改革深入推進,A股上市企業質量穩步提升,代表新質生產力和科技創新的上市企業佔比持續提升,A股核心資產的吸引力持續提升,總體估值處於相對歷史低位。中央匯金將加大配置力度,充分發揮耐心資本、長期資本作用。國家隊積極護盤,有助穩定大市波動,配合其他宏觀刺激政策推出,減輕關稅戰對資本市場的衝擊。 (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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