郭家耀: 港股或下试26,200 「双11」绩佳带挈阿里港IPO升温
正荣金融业务部副总裁郭家耀称,美股周三(13日)个别发展,联储局主席鲍威尔表示美国经济基调良好,舒缓市场对美国前景衰退忧虑,道指及标普500指数再创收市新高。美元走势平稳,美国十年期债息回落至1.88厘水平,油价及金价走势向上。港股预托证券普遍偏软,预料大市早段跟随低开。内地股市走势向下,中美贸易协议前景不明朗,沪综指反覆向下,收市下跌0.3%,险守2,900点水平,沪深两市成交额继续低迷。
受本港局势及中美贸易谈判前景忧虑影响,港股低开低走,指数曾急跌至26,400点水平。短期内局势未有回稳迹象,腾讯(00700.HK)业绩未有惊喜,预料指数或进一步下试26,200点附近,反弹阻力在27,000点水平。
根据官方数据,天猫双11全日交易额达到破纪录的2,684亿元人民币,按年增长26%,同时仅以约16小时31分钟,突破去年2,135亿元交易额纪录,提早超过7小时,双11网购狂欢再次印证内地强大消费潜力。淘宝天猫总裁蒋凡表示,过去两年阿里零售业务快速发展,今年天猫双11消费人数、规模均创纪录,反映中国内需旺盛,并成为经济增长的驱动力。
中国拥有庞大的消费需求,不少进口企业通过阿里的平台进入中国市场,阿里巴巴将其视为机遇,希望在当中扮演桥梁角色,因此依然积极看待未来发展。今年双11参与者更加踊跃,预计手机淘宝日活跃用户可达到5亿,较去年同期新增1亿。他续指今年除了更多商家在双11推出新品或定制产品,消费互动场景也更加丰富,约10万品牌在今年双11通过直播卖货,成为商家促销主流模式。今年双11的强劲数据,正好为短期内在港挂牌的阿里制造声势。
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