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郭家耀: 新经济股近期升幅较多港股料整固 微信小程序利好腾讯(00700.HK)
阿思达克 06-26 10:50
正荣金融业务部副总裁郭家耀称,美股周四(25日)先跌後回升,道指早段受疫情数字反弹影响,一度急挫逾200点,其後监管当局放宽银行投资限制,刺激银行股大幅反弹,带动大市收复失地,三大指数均录得升幅收市。美元走势靠稳,油价表现向好,金价轻微回落,美国十年期债息亦回落至0.67厘水平。港股预托证券普遍偏软,预料大市早段跟随低开。

内地股市假期休市,沪综指假期前走势向好,继续企稳2,900点水平,成交则略为减少。港股走势冲高回落,指数一度重上25,000点水平,其後出现获利回吐,并倒跌收市,大市成交亦略为减少。外围走势反覆,加上新经济股近期升幅较多,预料大市或出现一轮整固,指数将於24,200至25,000点水平上落。

另根据内地媒体报道,微信小程序团队正在内测「小商店」功能。根据介绍,微信小商店是一个无需开发、一键开通即可自主经营的卖货小程序。开通小店後,用户可以直接在小程序里进行直播和卖货。截至今年首季度,腾讯(00700.HK)旗下腾讯小程序的每日活跃用户已超过4亿,推出微信小商店可增加腾讯生态系统开店吸引力。由於直播电商有高转化率的特质,电商平台均纷纷投放大量资源催谷,传统货架式电商被内容电商切割市场份额。腾讯凭藉平台流量吸引小商户加入,并利用小程序降低小商户的入场门槛,有望吸收更多市场份额,刺激股价再创新高。

(笔者为证监会持牌人,没持有上述股份)~

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