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郭家耀:美減息步伐勢放緩 港股或下試19,000點支持
阿思達克 01-09 08:57
港灣家族辦公室業務發展總監郭家耀稱,美股週三(8日)個別發展,聯儲局上月議息會議紀錄顯示,官員對通脹前景憂慮增加,當局減息步伐將放慢,大市高開後一度轉跌,其後反覆回穩,三大指數收市升跌不一。美元保持強勢,美國十年期債息維持於4.68釐水平,金價溫和向好,油價則走勢偏軟。港股預託證券變動不大,預料大市早段缺乏方向。 內地股市昨日個別發展,滬綜指低開高走,收市錄得輕微升幅,滬深兩市成交額亦有所增加。 港股持續調整勢頭,指數低見19,100點水平,尾市跌幅稍爲收窄,整體成交保持活躍。投資者繼續關注外圍息口去向,內地政策消息暫未有進一步提振氣氛,預料指數下試19,000點支持,上方阻力在20,000點附近。 另國家發改委日前表示,將實施提振消費專案行動,並提出四方面加力施策,當中包括實施大規模設備更新和消費品以舊換新政策,把設備更新支持範圍擴大至電子訊息、安全生產、設施農業等領域,實施手機等數碼產品購新補貼,對個人消費者購買手機、平板、智能手錶手環等三類數碼產品給予補貼,並一視同仁支援線上、線下管道,不同所有權、不同註冊地企業參與「以舊換新」。 此項措施於去年底已在個別省份率先開展,包括江蘇、貴州和江西省。其中江西推出手機、平板電腦補貼活動,自去年12月12日起生效,政府支付產品價格的15%,消費者支付剩餘的85%,補貼限額爲1,000元。發改委未有提及今次規模和補貼細節,表示會盡快公佈政策的具體方案。早前內地推出家電及電動車「以舊換新」補貼,明顯有助相關消費,去年9月至11月,新能源乘用車零售銷量按年增速連續3個月維持50%以上,家電和影音器材零售額按年升幅連續3個月維持在20%以上。今次實施手機等數碼產品購新補貼,將利好相關股份今年銷售表現,當然,單靠補貼難以扭轉居民消費謹慎的模式,需要就業市場穩定,收入預期回覆增長,帶動財富效應,纔可望持續提振消費。 (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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