郭家耀: 港股恐慌情緒收斂 內地雲軟件行業看俏
正榮金融業務部副總裁郭家耀稱,美股周二(11日)個別發展,大市早段受企業併購活動消息刺激,三大指數一度錄得顯著升幅,其後聯儲局主席鮑威爾表示注意肺炎疫情對經濟潛在威脅,大市升幅顯著收窄,但標普500指數及納指仍創收市新高。
美元略為偏軟,美國十年期債息回升至1.6厘水平,油價低位反彈,金價則略為下跌。港股預託證券大致向好,預料大市早段跟隨高開。內地股市連日上升,市場憧憬中央推出更多刺激經濟措施, 滬綜指收市上升0.4%,重上2,900點水平,滬深兩市成交額則略為減少。
港股跟隨外圍向好,指數收復多條移動平均線水平,成交繼續保持活躍。市場繼續關注疫情消息,但恐慌情緒已有所收斂,加上科技股表現強勢,有利指數穩守27,000點水平,上方阻力在28,000點附近。
另內地肺炎疫情肆虐,為防控疫情擴散,中港兩地不少企業均要求員工在家遠程辦公。相對歐美地區,遠程辦公在中國的普及率仍然較低,今次疫情趨生的流量,將為阿里及騰訊的相關產品帶來機會,加速培養用戶習慣。
市場分析指企業辦工軟件大致可分三個大類,第一是綜合性軟件企業如微軟、阿里巴巴(09988.HK)的釘釘、騰訊(00700.HK)的微信企業版、華為的Welink;第二是辦公室軟件自動化軟件如金蝶(00268.HK)Cloudhub、Weaver及 Seeyon;第三是辦公室軟件,如微軟的office、金山(03888.HK)旗下WPS。內地防疫加強遠程辦公的認受性,行業將處於具持續性的結構增長階段,隨著雲計算及5G科技配合下,內地雲軟件行業前景樂觀。
(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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