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郭家耀:長假期臨近 港股料20,200點附近有阻力
阿思達克 01-27 08:55
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(24日)回落,指數連升多日後有獲利回吐,三大指數均錄得跌幅收市。美元走勢回落,美國十年期債息下滑至4.61釐水平,金價表現向好,油價則輕微偏軟。港股預託證券變動不大,預料大市早段缺乏方向。 內地股市上週五上升,中美關係穩定有利大市氣氛,滬綜指低開高走,收市上升0.7%,滬深兩市成交額略爲縮減。 港股表現向上,主要受惠美國總統特朗普表示有信心與中國達成貿易協議,加上要求聯儲局繼續減息,人民幣走勢轉強,帶動指數重上二萬點關口,整體成交亦有所增加。由於假期臨近,預計交投將會轉趨淡靜,指數在20,200點附近有阻力,下方支持在19,700點水平。 另中證監推動中長期資金入市,促進資本市場高質量發展。明確未來三年公募基金持有A股流通市值每年至少增長10%。對於商業保險資金,力爭大型國有保險公司從2025年起每年新增保費的30%用於投資A股。中長期資金明確全面實施長週期考覈,明確提出公募基金、國有商業保險公司、基本養老保險基金、年金基金都要全面建立實施3年以上長週期考覈,大幅降低國有保險公司當年度經營指標考覈權重,細化明確全國社保基金5年以上長週期考覈。第二批保險資金長期股票投資試點將在2025年上半年落地,資金規模將不低於1,000億元人民幣。 打通中長期資金入市的卡點堵點。重點引導商業保險資金、全國社會保障基金、基本養老保險基金、企業年金基金、公募基金等中長期資金進一步加大入市力度。實施方案細化明確全國社會保障基金5年以上、基本養老保險基金投資運營3年以上長週期業績考覈機制,這對中長期資金入市而言是非常重要的制度型突破。進一步降低公募基金銷售費用,預計每年爲投資者節省450億元人民幣。引導上市公司給投資者過年發紅包,去年12月和今年1月,預計會有超過310家公司春節前分紅,金額約3,400多億元人民幣。外資是A股的重要資金來源,其中有相當一部分是中長期資金,包括全球知名的養老金、商業保險基金等。 中證監堅持市場化、法治化、國際化的改革方向,堅持改革和開放相統一,爲國際投資者進一步打造良好的投資環境,支持各類外資參與A股市場,對外開放的大門只會愈開愈大。下一階段,中證監將進一步增強政策的穩定性、透明度和可預期性,提高跨境投融資的便利性,提升A股投資的吸引力,進一步優化合格境外投資者制度,完善資本市場的互聯互通機制,加強資本市場監管能力建設,維護市場的穩定運行。政策引導資金入市將有助提升A股交投,對券商股有利,加上長期資金主要選擇前景穩定,派息理想的股份,相關的中特估也可望受惠。 (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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