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郭家耀: 憧憬經濟重啟港股料戰25,000 金蝶(00268.HK)夥騰訊拓SaaS利好
阿思達克 05-21 09:30
正榮金融業務部副總裁郭家耀稱,美股周三(20日)繼續向上,聯儲局議息紀錄顯示,當局預期利率將維持接近零息,利好大市氣氛。科技股繼續向好,三大指數均錄得升幅收市。美元表現偏軟,美國十年期債息維持於0.69厘水平,油價高位輕微偏軟,金價走勢平穩。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市反覆偏軟,滬綜指收市下跌0.5%,滬深兩市成交額維持相若水平。市場觀望兩會召開消息,憧憬更多刺激經濟政策出台。

港股繼續好淡爭持,外圍走勢波動,市場亦關注中美關係變化,指數表現缺乏方向,大市成交則保持暢旺。聯儲局繼續維持超低利率政策,加上疫情逐步有受控跡象,市場繼續憧憬經濟重啟,大市有望挑戰25,000點阻力,下方支持在23,800點水平。

另騰訊雲日前宣布與金蝶(00268.HK)達成戰略合作,雙方將在平台共研、產品集成以及生態互惠等方面進行深度合作。金蝶連續多年穩居中國成長型企業應用軟件市場佔有率第一。金蝶旗下雲ERP、財務雲等產品擁有較高市場佔有率,在中國企業級應用SaaS雲服務市場連續三年第一。

此外,金蝶是唯一一家入選Gartner全球市場指南的中國企業SaaS雲服務廠商。金蝶表示,以為企業成長而生為理念,將與騰訊(00700.HK)一起助力企業成長,共享共建SaaS生態,讓更多的企業能夠享受數字化紅利,打造數字共生、產業互聯的新生態。為客戶提供一站式數字化解決方案,給客戶帶來更好的體驗,為SaaS生態帶來更多可能性。市場對此合作均反應正面,相信金蝶可直接接觸更多企業客戶,金蝶股價有望繼續破頂。

(筆者為證監會持牌人,沒持有上述股份)~

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