郭家耀: 市场关注债息变化央行举措 港股料28,000至29,000反覆
正荣金融业务部副总裁郭家耀称,美股周三(3月31日)个别发展,科技股表现回暖,带动大市向上,标普500指数一度创出历史新高,纳指升幅亦相当显着,传统类股份有回吐,拖累道指表现向下。美元反覆偏软,美国十年期债息升至1.74厘水平,金价低位反弹,油价走势继续偏弱。港股预托证券大致向好,预料大市早段跟随高开。
内地股市低开低走,沪综指收市下跌0.4%,沪深两市成交额进一步缩减。
港股昨日高开低走,指数高见28,800点水平,其後在外围走势带动下而掉头回落,整体成交有所减少。业绩期消息逐步消化,投资者目光再次转投宏观事件,包括长债息变化以及央行往後政策行动,大市不明朗因素仍然存在,预料指数继续於28,000至29,000点水平上落。
另发改委、财政部、工信部、证监会等28个部门日前联合印发《加快培育新型消费实施方案》提出,积极发展「互联网+医疗健康」。出台互联网诊疗服务和监管的规范性文件,推动互联网诊疗和互联网医院规范发展。出台电子处方流转指导性文件,完善技术路线设计,强化线上线下一体化监管。探索医疗机构处方信息与药品零售消费信息互联互通,促进药品网络销售规范发展。方案并提出,有序发展在线教育。加快智能技术应用,推动各类综合性的新型教育教学模式发展。推动教育信息化发展,鼓励并支持社会力量积极参与。探索使用更多数据化、信息化、多媒体化教学工具,改造提升传统教育模式,发展开放式、泛在式、个性化在线学习,拓展多元化的教育新场景。线上医疗及线上教育均大有发展前景,相关股份有望受惠政策。
(笔者为证监会持牌人,没持有上述股份)~
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