郭家耀: 港股料短期料整固 騰訊(00700.HK)微信小程序利估值重評
正榮金融業務部副總裁郭家耀稱,美股周二(14日)個別發展,三大指數早段曾再創歷史新高,但其後受企業業績消息影響,加上中美首階段協議內容逐步流出,影響大市氣氛。美元走勢靠穩,美國十年期債息回落至1.81厘水平,油價低位反彈,金價則持續偏軟。港股預託證券個別發展,預料大市早段缺乏方向。
內地股市高開低走,早段受中美落實簽署首階段協議,以及美國將中國剔除匯率操縱國的消息帶動,市場情緒保持樂觀,但其後高位有獲利回吐,滬綜指收市錄得溫和跌幅,繼續穩守3,100點水平,滬深兩市成交額略為增加至7,019億元人民幣。
港股先升後回,指數曾一度衝破29,000點阻力,其後強勢股高位有回吐,拖累指數倒跌收市,大市成交維持千億元水平。外圍氣氛轉趨審慎,港股短線亦錄得一定升幅,預料短期需橫行整固,觀望外圍消息發展,指數將於28,500至29,200點水平徘回。
另微信公開課日前舉行,公布微信小程序多項最新發展數據,微信小程序的日活躍用戶已突破3億,2019年全年創造8,000億元人民幣交易額,按年上升160%。小遊戲的累計服務用戶超過10億,2019年商業規模同比增長35%,小遊戲均款數同比上升45%,而且小遊戲用戶跟APP遊戲用戶重壘度較低,互補性明顯。
企業微信方面,服務超過250萬家真實企業,擁有6,000萬活躍用戶,有2.1萬家第三方合作夥伴加入企業微信生態,超過470萬個系統被接入企業微信,對外開放390個介面,並提供8項支持。微信支付方面,用戶數超過1億,下沉市場的增長快,用戶主要集中在20至35歲的年輕消費戶,每月不平均使用3.8次。
由上述可見,微信小程序未來變現能力加速,成為騰訊(00700.HK)盈利催化劑。用戶可透過微信小程序,在微信直接購買品牌產品,提高微信使用率,並帶動微信支付及騰訊雲服務的使用率。此舉可直接挑戰阿里的消費圈生態,帶領騰訊由以往為遊戲主導的科網公司,提升至全方位的業務方向,估值將可望獲重估。
(筆者為證監會持牌人,沒持有上述股份)~
阿思達克財經新聞
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