郭家耀: 港股短期料個別發展 內地線上消費暢旺利電商
正榮金融業務部副總裁郭家耀稱,美股周四(18日)個別發展,市場走勢缺乏方向,投資者繼續憂慮中美疫情反彈,道指早段一度跌幅超過200點,尾市跌幅收窄,科技股繼續走勢強勁,納指逆市向上。美元走勢向好,美國十年期債息回落至0.7厘水平,油價連日向好,金價則輕微偏軟。港股預託證券個別發展,預料大市早段缺乏方向。
內地股市反覆靠穩,滬綜指收市上升0.1%,繼續企穩2,900點水平,滬深兩市成交保持活躍。
港股近日走勢反覆,指數在24,000點水平爭持,成交繼續活躍。新經濟類股份受市場追捧而表現向好,傳統類板塊則普遍受壓。預料股份短期傾向個別發展,指數維持於23,800至24,500點水平上落。
另國家統計局早前發布內地5月份社會消費品零售總額數據,網上零售額增速繼續提高,實物商品網上零售額佔比提升。數據顯示,首五個月份全國網上零售額40,176億元人民幣(下同),同比增長4.5%,較首四個月份提高2.8個百分點。其中,實物商品網上零售額33,739億元,增長11.5%,佔社會消費品零售總額的比重為24.3%,較上年同期提高5.4個百分點。
此前國家郵政局公布的數據顯示,5月份快遞業務量同比增長41%,快遞業務收入增長25%,顯示實物商品網上零售等新型消費正加快增長。餐飲和住宿業經營情況亦有所改善,5月份餐飲收入同比下降18.9%,降幅繼續收窄,外賣等餐飲服務快速增長,5月份限額以上住宿和餐飲業企業通過公共網絡實現的餐飲收入同比增長超過20%。從客房收入看,5月份限額以上住宿業企業客房收入降幅比4月份收窄約10個百分點。市場認為線上消費回暖主要是由於消費者需求增加、政府扶持政策及商戶促銷活動所帶動。
疫情期間用戶在電商平台瀏覽時間增加,支持線上零售復甦,加上為期一個月的「618購物節」由5月底展開,主要電商企業都推出各種促銷活動,預計6月份線上消費將迎來創紀錄高峰,有利電商平台收入表現。
(筆者為證監會持牌人,沒持有上述股份)~
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