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交銀國際料港股金融和可選消費板塊仍將是市場角力點 @ 2024-10-15T Back Hot News
Keyword:港股
Concept:港股恆指
港股21000點失而復得 恆指半日跌87點
中港股市正處期待的政策市中運行,面對10月、11月存在不少左右政策的規范和細則出台,單是上周已有多個部門及金融會議發布會,市場亦正等待第三季最新經濟數據,而本港則有《施政報告》或帶來新展望。10月底全國人大常委會批核財政刺激金額,連同11月初美國總統大選結果出籠和聯儲局最新減息步伐,且中東地緣局勢升溫不斷,甚至「雙十一」網購表現等,都是催化早前「瘋牛」會否逐步轉向「慢牛(健康牛)」的因素,並成為短期以至明年首季基金及機構投資者作相應配署的依據。恆指有望在20000點至22000點區域橫行,反映內地加大融資支持下,出現系統性風險機會大降。 步入較健康尋頂周期 經歷上周初發改委記者會未帶任何具體刺激措施,引來中港股市出現「失望性拋售」,亦令接踵而來的上周六財政部記者會,推出一攬子增量政策舉措不容有失。從今次透過連串發債及增量作逆周期措施,力求擴大專項債落實消減地方及城投債壓力,亦加大推動樓市回穩,明顯致力針對備受關注的地方債及內房債等核心問題,以助內地民眾恢復信心並重燃消費意欲。投資者亦期待稍後人大會議通過相關加大赤字預算的增量政策,確認早前中央對穩樓市決心,帶出更大財政空間。 無疑市場對

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