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郭家耀: 龙头科网股急挫 港股料下试26,000
阿思达克 12-28 10:58
正荣金融业务部副总裁郭家耀称,美股上周四(24日)平安夜仅半日市,投资者继续观望纾困方案何时通过,整体表现平稳,三大指数均录得温和升幅收市。美元走势靠稳,美国十年期债息回落至0.92厘水平,油价及金价温和向好。港股预托证券普遍向下,预料大市早段跟随低开。

内地股市上周五(25日)低开高走,沪综指收市上升1%,逼近3,400点水平,沪深两市成交额轻微回落。

港股表现回落,市场受反垄断调查消息影响,龙头科网股急挫,拖累指数表现。投资者继续忧虑监管消息对科技股业务影响,股价持续有调整压力,预料指数或进一步下试26,000点支持,反弹阻力下移至26,500点水平。

另人民银行召开会议研究部署贯彻落实工作,会议强调,明年要着重抓好4项工作任务:一是稳健的货币政策灵活精准、合理适度。要完善货币供应调控机制,保持宏观杠杆率基本稳定,处理好恢复经济和防范风险的关系。持续深化利率和汇率市场化改革,引导市场利率围绕央行政策利率中枢运行,保持人民币汇率在合理均衡水平上的基本稳定。二是进一步加大对重点领域和薄弱环节的金融支持。做好稳企业保就业纾困政策的适当接续,继续支持民营小微企业发展。用好再贷款再贴现政策,引导金融机构加大对科技创新、绿色发展、制造业等领域的信贷投放。

三是持续防范化解金融风险。巩固拓展防范化解重大金融风险攻坚战成果,健全金融风险预防、预警、处置、问责制度体系,压实中小银行风险处置责任。加快完善宏观审慎政策框架。支持金融科技依法规范发展,坚决反对垄断和不正当竞争行为,防止资本无序扩张。四是深化金融供给侧结构性改革。支持中小银行多渠道补充资本金,深化债券市场改革,完善债券市场法制,夯实信用基础,严肃市场纪律,打击各种逃废债行为。稳步扩大金融双向开放,推动已宣布金融开放措施切实落地,稳慎推进人民币国际化。

金融科技监管继续成为市场焦点,多家互联网金融平台近日将互联网存款产品下架,监管政策落实前,仍会困扰相关股份表现。

(笔者为证监会持牌人,没持有上述股份)~

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