郭家耀: 港股短期未見方向 國策推動體品板塊惹憧憬
正榮金融業務部副總裁郭家耀稱,美股上周五(20日)先升後跌,中美貿易談判存在變數,拖累三大指數倒跌收市。美元走勢靠穩,美國十年期債息回落至1.72厘水平,金價平穩向好。港股預託證券大致偏軟,預料大市早段跟隨低開。內地股市走勢向好,受指數調高A股比重帶動,加上貸款市場報價利率下調,利好市場氣氛,滬綜指高開高走,收市企穩3,000點水平,滬深兩市成交額為5,469億元人民幣,較前一日有所增加。
港股繼續好淡爭持,板塊傾向個別發展,市場觀望外圍因素變化,短期未有明顯方向,預料指數繼續於26,200至27,000點水平上落。
另國務院日前印發《關於促進全民健身和體育消費推動體育產業高質量發展的意見》,提出十方面政策舉措。其中包括:深化全國性單項體育協會改革,制定體育賽事活動辦賽指南、參賽指引,推進公共體育場館改革;落實已有稅費政策,完善體育無形資產評估制度,加大金融支持力度;優化體育消費環境,出台鼓勵消費政策,開展促進體育消費試點,實施全民健身行動;鼓勵利用既有設施改造及合理利用公園綠地、市政用地等建設體育設施;研究設立由政府出資引導、社會資本參與的中國體育產業投資基金,建設體育產業發展平台。
同時,提升體育服務業比重,支持體育用品製造業創新發展,大力發展「互聯網+體育」;推動在「一帶一路」沿線國家舉辦馬拉松、自行車等系列體育賽事;實施「體育+」行動,推動體醫融合,開展運動促進健康指導,鼓勵體旅融合,引進專業人員和機構等為學校體育課外訓練和競賽提供指導;加強體育產業基地建設與管理,探索體育產業創新試驗區建設;加強體育產業人才培養,完善體育產業統計體系。市場憧憬政策有利推動體育相關消費,進一步提升體育產業規模,帶動相關股份業績及股價表現。
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