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郭家耀:憧憬談判進展美股造好 五一長假前夕港股趨淡靜
阿思達克 04-30 09:40
港灣家族辦公室業務發展總監郭家耀稱,美股週二(29日)表現向好,市場憧憬貿易談判有進展,三大指數均錄得升幅收市。美元走勢靠穩,美國十年期債息回落至4.17釐水平,金價及油價走勢向下。港股預託證券變動不大,預料大市早段缺乏方向。 內地股市昨日偏軟,滬綜指低開低走,收市下跌1點,滬深兩市成交額進一步縮減。 港股繼續好淡爭持,指數在22,000點水平徘徊,成交額亦保持清淡。投資者觀望貿易談判進展,加上五一假期臨近,入市態度審慎,預料短期大市未有突破,繼續於21,500至22,500點水平徘徊。 另中央政治局日前召開會議,分析當前經濟形勢,強調內地經濟回升的基礎需進一步穩固,外部衝擊影響加大。會議強調必須加強底線思維,充分備足預案,務實推進經濟工作。會議重點提出實施更加積極的宏觀政策,保持流動性充裕,適時降準降息,以支持實體經濟發展。加快地方政府專項債券和政策性金融工具的發行,促進科技創新和擴大消費。 此外,會議指出要提高中低收入羣體的收入,清理消費領域的限制措施,以增強消費對經濟增長的拉動作用,並推動服務消費的發展。會議還特別強調持續防範重點領域風險,特別是地方政府的債務問題,並解決企業賬款拖欠。要加快推進城市更新行動,促進城中村和危舊房的改造,穩定房地產市場,增加高品質住房供給,優化存量商品房收購政策。 最後,會議呼籲提高失業保險基金的穩崗返還比例,加強政策工具的靈活運用,確保經濟發展與社會穩定。這些政策將爲應對外部環境的不確定性提供支持,確保經濟穩定增長,維護社會和諧。中央政策積極支持宏觀經濟,有助提振市場信心,利好股市估值水平向上。 (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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