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郭家耀: 新经济股走高 内地周期股後市仍看俏
阿思达克 05-21 10:26
正荣金融业务部副总裁郭家耀称,美股周四(20日)显着反弹,大市连日下跌後有趁低吸纳,科技股表现向好,三大指数均录得升幅收市。美元走势回落,油价显着急挫,金价表现亦偏软,美国十年期债息回落至1.62厘水平。港股预托证券个别发展,预料大市早段缺乏方向。

内地股市反覆偏软,沪综指收市下跌0.1%,沪深两市成交额略为增加。

港股跟随外围回落,新经济股表现向好,支撑大市跌幅收窄,指数维持在28,000点楼上水平。市场继续观望经济数据表现及监管消息,预料大市短期维持上落格局,於28,000至29,000点水平徘徊。

另国家统计局公布4月份全国规模以上工业增加值按年增长9.8%,逊市场预期的增长10%。4月份社会消费品零售总额3.32万亿元人民币(下同),按年增长17.7%,逊於市场预期增长25%。今年首4月社会消费品零售总额13.84万亿元,按年增长29.6%。首4月全国固定资产投资14.38万亿元,按年增长19.9%,略逊於市场预期增长20%。首4月基础设施投资按年增长18.4%;制造业投资按年增长23.8%;房地产开发投资按年增长21.6%。

国家统计局表示,4月份经济运行稳中向好。同时,全球疫情形势仍然复杂,国内经济恢复基础尚不牢固,发展中出现一些新情况新问题。下阶段,要巩固经济恢复性增长基础,保持经济运行在合理区间,着力推动高质量发展,努力构建新发展格局,促进经济社会持续健康发展。展望未来,市场预计今年整体增长将保持健康,外围经济强劲复苏继续支持中国的出口增长,未来消费亦有望进一步提高。单月数据未有动摇市场对内地经济前景信心,周期股後市表现仍看俏。

(笔者为证监会持牌人,没持有上述股份)~

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