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郭家耀: 港股累积升幅较大 美团(03690.HK)前景仍乐观
阿思达克 12-31 09:50

正荣金融业务部副总裁郭家耀称,美股周一(30日)高位回吐,市场观望中美首阶段协议内容及签署时间,投资者趁好消息出货,三大指数均录得跌幅收市。美元走势偏软,美国十年期债息回升至1.88厘水平,油价高位整固。港股预托证券大致向下,预料大市早段跟随外围低开。内地股市持续向好,沪综指低开高走,尾市升幅扩大,收市上升1.1%,沪深两市成交额继续保持活跃。投资者对经济前景乐观,政策消息亦利好市场气氛,有助大市继续维持理想走势。

港股先跌後升,受内地股市带动,指数继续上试近月高位。由於近日大市累积升幅较大,短期跟随外围或有整固,但回调幅度应不大,预料指数维持於28,000至28,500点水平上落。

另美团(03690.HK)早前主办的「2020外卖产业大会」,会上美团研究院和中国饭店协会联合发布了中国外卖产业调查研究报告(2019年前三季度)。报告指今年首三季,中国外卖产业整体发展态势良好,保持快速增长态势,外卖产业的渗透率继续提升;美食、甜点饮品是外卖订单的主要品类。

高线城市是主力消费市场,外卖消费时段呈现典型的双驼峰特徵,外卖对各地夜间经济的发展具有重要的促进作用。女性比男性更喜欢点外卖,80後和90後是外卖消费的主力军。中国外卖产业呈现出一些新的发展趋势:从新模式升级为新业态;竞争模式由「红利驱动」转向「效率驱动」、「品质驱动」;外卖助力区域经济发展;外卖生态边界不断扩大。内地外卖市场规模持续增长,服务由餐饮逐步延伸至生活用品,外卖平台肯定可受惠其中,美团前景仍值得乐观。

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