郭家耀: 刺激政策預期升溫港股料穩守20,000 互聯網行業憧憬估值修復
安里資產管理董事總經理郭家耀稱,美股上周五(20日)先跌後回穩,市場憂慮滯脹風險臨近,大市一度急挫超過600點,其後跌幅收窄,道指及標普500指數倒升收市,科技股走勢受壓,納指收市錄得溫和跌幅。美元走勢回升,美國十年期債息跌至2.78厘水平,金價走勢回穩,油價表現亦向上。港股預託證券大致偏軟,預料大市早段跟隨低開。內地股市上周五造好,人行下調5年期LPR利率,滬綜指高開高走,收市上升1.6%,滬深兩市成交額亦有所增加。
港股上周五走勢向好,指數高開後持續向上,收市高見20,700點水平,大市成交繼續清淡。市場對政策預期升溫,有利大市走勢,指數繼續穩守20,000點水平,後市有望挑戰21,000點阻力。
另全國政協日前召開「推動數字經濟持續健康發展」專題協商會,國務院副總理劉鶴發表講話,表示全球數字經濟正呈現智能化、量子化、跨界融合等新特徵,要努力適應數字經濟帶來的全方位變革,打好關鍵核心技術攻堅戰,支持平台經濟、民營經濟持續健康發展,處理好政府和市場關係,支持數字企業在國內外資本市場上市,以開放促競爭,以競爭促創新。
全國政協主席汪洋亦發表講話,不斷做強做優做大數字經濟,使之更好服務和融入新發展格局、推動高品質發展。投資者視以上言論為內地監管政策轉向的信號,有利互聯網行業估值修復。
(筆者為證監會持牌人,沒持有上述股份)~
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