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郭家耀: 港股反弹但成交未配合 料29,000有较大阻力
阿思达克 03-31 11:21
正荣金融业务部副总裁郭家耀称,美股周二(30日)表现向下,美国十年期债息创出超过一年新高水平,科技股表现疲弱,拖累大市气氛,三大指数均录得跌幅收市。美元持续向上,美国十年期债息一度高见1.77厘水平,油价及金价反覆受压。港股预托证券表现向好,预料大市早段温和高开。

内地股市低开高走,沪综指收市上升0.6%,沪深两市成交额保持平稳。

港股连日反弹,市场气氛有所改善,但整体成交未有增加,显示投资者继续取态审慎。外围继续关注债息变动,科技股走势难有太大改善,预料指数在29,000点水平有较大阻力,下方支持在28,000点附近。

另国家统计局公布今年首两个月全国规模以上工业企业利润总额11,140.1亿元人民币(下同),按年增长1.79倍,较2019年同期增长72.1%。国有控股企业利润总额3,752.2亿元,按年增长1.82倍;股份制企业实现利润总额7,762.5亿元,增长1.69倍;外商及港澳台商投资企业实现利润总额3,145.2亿元,增长2.19倍;私营企业实现利润总额3,316.9亿元,增长1.37倍。

在41个工业大类行业中,38个行业利润总额按年增加,2个行业减少,1个行业持平。统计局指出低基数加上就地过年推动利润较快增长。去年1至2月份,受疫情冲击影响,规模以上工业企业利润按年大幅下降38.3%。今年春节期间,多地倡导就地过年,企业开工时间明显延长,员工到岗情况也明显好於往年。整体来看,工业企业效益状况延续快速复苏走势,不过,国际形势依然复杂严峻,国内疫情防控不容放松,各行业效益改善还不平衡,部分消费品行业盈利尚未恢复至疫情前正常水平,工业经济全面恢复的基础还需进一步巩固。企业盈利回复增长,预料今年私人企业投资有望加快,有利宏观经济表现。

(笔者为证监会持牌人,没持有上述股份)~

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