郭家耀: 市场关注中美贸易进展 港股续好淡争持
正荣金融业务部副总裁郭家耀称,美股周三(13日)显着向下,联储局主席鲍威尔对美国经济前景看法负面,并否定推行负利率利率政策,拖累大市显着下滑,道指一度急泻近700点,三大指数收市均录得显着跌幅。美元走势向好,美国十年期债息回落至0.65厘水平,金价表现理想,油价则受需求忧虑而下滑。港股预托证券大致偏软,预料大市早段跟随外围低开。内地股市走势向好,沪综指低开高走,收市上升0.2%,沪深两市成交额则保持低企。
港股继续好淡争持,股份倾向个别发展,投资者关注中美贸易关系 消息,以及企业业绩表现,大市短期未有突破,预料指数继续於23,800至24,500点水平会徘徊。
另市场关注顺丰推出「丰食」的外卖平台App,主打企业市场的外卖服务,引起市场关注,会否成为美团(03690.HK)及阿里(09988.HK)的竞争对手。根据「丰食」程式介面,平台已有超过52家餐饮企业入驻,用户可透过程式,外卖不少知名餐厅食物,当中包括Pizza Hut、吉野家、真功夫、超意兴、刀小蛮、和合谷、味千拉面、周黑鸭等。据报「丰食」采取极低佣金的方式作招徕,但顺丰暂时无意大举进军外卖领域,程式仅为试水。
随着顺丰的加入,团餐市场或将迎来更多新的变局。外卖和快递的共同特点是供应链短,属於顺丰较有优势领域,且看往後发展能否挑战两家龙头的地位。
(笔者为证监会持牌人,没持有上述股份)~
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