郭家耀: 外圍中概股急挫添壓港股 中藥股受惠國策支持
安里資產管理董事總經理郭家耀稱,美股周二(4日)個別發展,道指走勢向上,再創歷史新高。標普500指數亦一度破頂,其後高位有回吐,並輕微倒跌收市。債息抽升,科技股表現向下,拖累納指逆市下跌。美元走勢向好,美國十年期債息上升至1.64厘水平,油價及金價反覆向好。港股預託證券個別發展,預料大市早段走勢向下。
內地股市在2022年首個交易日先升後跌,滬綜指高開低走,收市下跌0.2%,滬深兩市成交額顯著增加。
港股走勢偏軟,指數繼續於23,000點水平爭持,大市成交保持清淡。新經濟股普遍受壓,市場憧憬息差擴闊,金融股表現向好,支撐大市走勢。行業監管消息進一步落實,外圍中概股普遍急挫,預料拖累大市氣氛,指數或再度下試22,800點支持,上方阻力在23,500點水平。
另國家醫療保障局及國家中醫藥管理局早前發文,要求將符合條件的中醫醫藥機構納入醫保定點,將符合條件的定點中醫醫療機構納入異地就醫直接結算定點範圍,並將適宜的中藥和中醫醫療服務項目納入醫保支付範圍。中醫藥管理局亦要求,完善適合中醫藥特點的支付政策,強醫保總額預算管理,根據中醫醫療機構的特點合理確定總額指標,加大對基層醫療衛生機構開展中醫藥服務的支持力度。意見要求,及時將符合條件的中醫醫療機構、中藥零售藥店等納入醫保定點協議管理;開展互聯網診療的定點中醫醫療機構,按規定與統籌地區醫保經辦機構簽訂補充協議後,將其提供的「互聯網+」中醫藥服務納入醫保支付範圍。此外,按規定將符合條件的中藥飲片、中成藥、醫療機構中藥制劑等納入醫保藥品目錄,加大對中醫特色優勢醫療服務項目的傾斜力度。獲得中央支持中醫藥發展,對相關公司將帶來持續提振,後市展望樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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