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中央推「共同富裕」要求企業奉獻

2021年09月08日

8月中,中央提出要「共同富裕」,強調「三次分配」,即「鼓勵高收入人群和企業更多回報社會」。不少行業龍頭已公布涉及巨額的公益計劃,預計將影響該等企業的派息及再投資空間。不過,如社會整體富起來,將有助消費升級,長遠或有利各行各業發展。

中國大力整頓多個行業

內地近期監管風險大升,而且監管程度愈來愈深,監管層面亦愈來愈廣。7月,滴滴出行因數據安全問題而被查及被罰;同月,政府頒布針對校外培訓機構的整頓措施後,教育股股價接連暴跌。至近期,官媒不停表示,應監管遊戲、配方奶粉、半導體等行業,市場變得十分波動。8月3日,《經濟參考報》批評騰訊(700)及網易(9999)兩大遊戲巨頭,並表示「任何一個產業、一項競技都不能以毀掉一代人的方式來發展」,令遊戲股暴跌;8月4日,新華社表示生長激素被家長濫用來給孩子增高,生物科技股亦大跌;8月5日,《經濟日報》批評網路視頻平台的「流量造星」,批其出現一批低俗及低智的直播帳號,引發快手股價大跌;8月6日,央視財經批評半導體行業哄抬物價,警告炒芯者懸崖勒馬,其後半導體股暴跌。

中央推「共同富裕」要求企業奉獻

8月中,中央提出要「共同富裕」,強調「三次分配」,即「鼓勵高收入人群和企業更多回報社會」。不少行業龍頭已公布涉及巨額的公益計劃,預計將影響該等企業的派息及再投資空間。不過,如社會整體富起來,將有助消費升級,長遠或有利各行各業發展。

內地股市及高收益債中短期料失方向

內地近期經濟增長放緩,加上行業整頓風暴席捲全國,至今仍未停止,投資者觀望情緒濃厚,股市及高收益債中短期料將區間上落。

投資基金「零」負擔

透過「致富通」應用程式或致富網頁,投資基金「零」負擔,單次認購或月供計劃一律免佣,基金購金額更低至5,000港元或700美元,另購買精選保險享有高達50%折扣優惠。

致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

WhatsApp : 投資策略專員

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上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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