【特约大V】郭家耀:大市短期或有回吐压力 指数在27,400点阻力较大

金吾财讯
Nov 14, 2025

金吾财讯 | 美股周四大幅向下,市场减息预期降温,科技股表现受压,三大指数均录得显着跌幅收市。美元走势回落,美国十年期债息回升至4.11厘水平,金价先升后回,油价表现靠稳。港股预托证券普遍下跌,预料大市早段跟随外围低开。内地股市昨日上升,沪综指低开高走,收市上升0.7%,沪深两市成交额亦略为增加。港股表现向好,指数低开后反复回升,并重上27,000点水平,大市成交亦有所增加。外围表现回落,加上近日累积升幅较大,大市短期或有回吐压力,指数在27,400点阻力较大,下方支持在26,000点水平。行业消息中国财险(02328)首三季实现净利润403亿元人民币,增长50.5%。保险服务收入3,859亿元人民币,增长5.9%,其中机动车辆险实现保险服务收入2,276亿元人民币,增长3.7%;非机动车辆险实现保险服务收入1,583亿元人民币,增长9.3%。期内,公司实现承保利润148.6亿元内,增长130.7%,综合成本率96.1%,下降2.1个百分点。其中,机动车辆险业务实现承保利润117.29亿元人民币,综合成本率94.8%,下降2个百分点;非机动车辆险业务承保利润31.36亿元人民币,综合成本率98%,下降2.5个百分点。前三季公司实现总投资收益359亿元人民币,增长33%;年化总投资收益率为5.4%,上升0.8个百分点。财险在承保及投资的表现理想,有望带动股价进一步向好。(笔者为证监会持牌人仕,本人及相关人士没持有上述股份)

作者:港湾家族办公室业务发展总监 郭家耀

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