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郭家耀: 科網續炒港股料個別發展 美團(03690.HK)業務整合估值看俏
阿思達克 07-10 10:18
正榮金融業務部副總裁郭家耀稱,美股周四(9日)個別發展,市場繼續關注肺炎疫情對經濟影響,道指收市表現急挫,科技股繼續受到追捧,納指再創歷史新高水平。美元走勢偏好,美國十年期債息回落至0.61厘水平,金價及油價高位有回吐。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。

內地股市繼續強勢,滬綜指收市上升1.4%,重上3,400點水平,滬深兩市成交額達1.7萬億元人民幣水平。

港股走勢好淡爭持,傳統類股份受疫情影響而受壓,科網股繼續受到追捧,限制大市跌幅。預料市況短期維持個別發展,投資者繼續關注疫情爆發影響,指數將維持於25,500至26,200點水平上落。

另美團點評(03690.HK)發布組織調整公告稱,為進一步探索社區生鮮零售業態,滿足差異化消費需求,推動生鮮零售線上線下加速融合,將成立「優選事業部」,進入社區團購賽道,由美團高級副總裁、S-team成員陳亮負責。

據悉,「優選事業部」將推出社區團購業務「美團優選」,重點針對下沉市場,採取「預購+自提」的模式,賦能社區便利店,為社區家庭用戶精選高性價比的蔬果、肉禽蛋、乳製品、酒水飲料等品類商品。用戶當天線上下單,次日門店自提。美團優選近期將在濟南上線測試,目前已在當地啟動團長招募。

此外,原小象事業部更名為「買菜事業部」,繼續加速發展美團買菜業務。公司表示食雜零售行業尚處於快速發展變化的早期階段,線上化率低,市場規模巨大,將繼續探索和更新業務模式,優化運營,提高產品和服務質量,以滿足不同群體、不同城市、不同層次的差異化消費需求,不斷提升用戶體驗。美團繼續利用自身平台,延伸服務覆蓋,有助進一步提升估值。

(筆者為證監會持牌人,沒持有上述股份)~

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