郭家耀: 港股恐慌情绪收敛 内地云软件行业看俏
正荣金融业务部副总裁郭家耀称,美股周二(11日)个别发展,大市早段受企业并购活动消息刺激,三大指数一度录得显着升幅,其後联储局主席鲍威尔表示注意肺炎疫情对经济潜在威胁,大市升幅显着收窄,但标普500指数及纳指仍创收市新高。
美元略为偏软,美国十年期债息回升至1.6厘水平,油价低位反弹,金价则略为下跌。港股预托证券大致向好,预料大市早段跟随高开。内地股市连日上升,市场憧憬中央推出更多刺激经济措施, 沪综指收市上升0.4%,重上2,900点水平,沪深两市成交额则略为减少。
港股跟随外围向好,指数收复多条移动平均线水平,成交继续保持活跃。市场继续关注疫情消息,但恐慌情绪已有所收敛,加上科技股表现强势,有利指数稳守27,000点水平,上方阻力在28,000点附近。
另内地肺炎疫情肆虐,为防控疫情扩散,中港两地不少企业均要求员工在家远程办公。相对欧美地区,远程办公在中国的普及率仍然较低,今次疫情趋生的流量,将为阿里及腾讯的相关产品带来机会,加速培养用户习惯。
市场分析指企业办工软件大致可分三个大类,第一是综合性软件企业如微软、阿里巴巴(09988.HK)的钉钉、腾讯(00700.HK)的微信企业版、华为的Welink;第二是办公室软件自动化软件如金蝶(00268.HK)Cloudhub、Weaver及 Seeyon;第三是办公室软件,如微软的office、金山(03888.HK)旗下WPS。内地防疫加强远程办公的认受性,行业将处於具持续性的结构增长阶段,随着云计算及5G科技配合下,内地云软件行业前景乐观。
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