郭家耀: 政局未明港股短期料反覆 阿里(09988.HK)宜趁低吸
正荣金融业务部副总裁郭家耀称,美股周三(27日)继续向好,市场炒作疫苗研究取得进展消息,投资者对经济重启感到乐观,道指录得显着升幅,科技股相对落後,市场有换马迹象。美元表现靠稳,美国十年期债息维持於0.69厘水平,金价表现偏软,油价显着向下。港股预托证券大致偏软,预料大市早段跟随低开。
内地股市走势偏软,沪综指收市下跌0.3%,沪深两市成交额维持相若水平。
港股表现反覆,指数一度上试23,500点阻力,其後走势回落。市场继续关注中美关系紧张对港股影响:加上本地局势变化短期不利大市表现,预料指数继续维持於22,500至23,500点水平上落。
另阿里巴巴(09988.HK)日前公布2020财年第四季业绩,集团收入同比增长22%,主要由中国零售商业业务收入稳健增长及云计算的强劲收入增长所驱动,非公认会计准则净利润同比增长11%至222.8亿元人民币(下同)。国内业务的增长已自3月份开始恢复。於4月份,天猫线上实物商品支付GMV出现强劲复苏,并於5月持续改善。
同样,随着封闭措施放松,中国的餐饮店开始重新开业,民众开始复工,饿了麽的餐饮外卖GMV也於4月份转为正增长。淘宝直播大受欢迎,日活跃商家数同比增长88%,成为集团中国零售市场上增长最快的销售模式之一,2020财年淘宝直播带来的GMV同比增长超100%。
新零售方面,盒马鲜生持续实现强劲的同店销售增长、扩展网络、优化门店及引入新举措,以提升消费者体验。淘鲜达是集团线上线下整合零售服务的提供商,将实体门店运营的各个元素进行全方位数字化。通过数字化高鑫零售的大卖场,淘鲜达助力带动高鑫零售线上业务的收入增长。
本地生活服务方面,2020财年收入同比增长41%至254.4亿元,主要受到送达订单量及单均价值上升。云计算业务於本财年收入同比增长62%至400.1亿元人民币,主要由於来自公共云与混合云业务的收入贡献均实现增长。阿里增长势头保持强劲,尽管股价近日受股东减持及中美关系紧张影响,但长远前景仍然秀丽,可作趁低吸纳。
(笔者为证监会持牌人,没持有上述股份)~
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