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郭家耀: 外圍乏方向港股料爭持 阿里攻雲計算前景樂觀
阿思達克 04-24 09:44
正榮金融業務部副總裁郭家耀稱,美股周四(23日)先升後回,早段受油價反彈帶動,三大指數一度錄得顯著升幅,其後據報肺炎新藥測試結果未如理想,拖累大市掉頭下跌,三大指數收市個別發展。美元表現靠穩,美國十年期債息回落至0.59厘水平,油價顯著向好,金價表現亦向上。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市表現回落,滬綜指高開低走,收市下跌0.2%,滬深兩市成交額略為增加。

港股繼續反覆爭持,指數在24,000點水平上落,外圍走勢缺乏方向,投資者保持觀望態度,預料大市繼續好淡爭持,指數於23,500至24200點水平徘徊。

另阿里雲宣布未來三年再投入2,000億元人民幣,用於雲操作系統、服務器、晶片、網絡等重大核心技術研發攻堅和面向未來的數據中心建設。阿里雲高管表示,公司對未來有信心,對數字經濟有信心。雲智能是阿里巴巴(09988.HK)的核心戰略之一,至今已經堅持十一年,不會因為新冠疫情而減少投入,反而要加大投入。

據悉,達摩院XG實驗室等最新研究成果將率先應用在阿里雲下一代數據中心。大計算系統集群等核心自研技術,將在雲數據中心大規模部署。雲計算在5G年代將是科網企業的核心競爭力,阿里積極投放研發開支,有望維持技術領先,前景繼續樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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