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郭家耀: 港股短期料个别发展 内地线上消费畅旺利电商
阿思达克 06-19 10:43
正荣金融业务部副总裁郭家耀称,美股周四(18日)个别发展,市场走势缺乏方向,投资者继续忧虑中美疫情反弹,道指早段一度跌幅超过200点,尾市跌幅收窄,科技股继续走势强劲,纳指逆市向上。美元走势向好,美国十年期债息回落至0.7厘水平,油价连日向好,金价则轻微偏软。港股预托证券个别发展,预料大市早段缺乏方向。

内地股市反覆靠稳,沪综指收市上升0.1%,继续企稳2,900点水平,沪深两市成交保持活跃。

港股近日走势反覆,指数在24,000点水平争持,成交继续活跃。新经济类股份受市场追捧而表现向好,传统类板块则普遍受压。预料股份短期倾向个别发展,指数维持於23,800至24,500点水平上落。

另国家统计局早前发布内地5月份社会消费品零售总额数据,网上零售额增速继续提高,实物商品网上零售额占比提升。数据显示,首五个月份全国网上零售额40,176亿元人民币(下同),同比增长4.5%,较首四个月份提高2.8个百分点。其中,实物商品网上零售额33,739亿元,增长11.5%,占社会消费品零售总额的比重为24.3%,较上年同期提高5.4个百分点。

此前国家邮政局公布的数据显示,5月份快递业务量同比增长41%,快递业务收入增长25%,显示实物商品网上零售等新型消费正加快增长。餐饮和住宿业经营情况亦有所改善,5月份餐饮收入同比下降18.9%,降幅继续收窄,外卖等餐饮服务快速增长,5月份限额以上住宿和餐饮业企业通过公共网络实现的餐饮收入同比增长超过20%。从客房收入看,5月份限额以上住宿业企业客房收入降幅比4月份收窄约10个百分点。市场认为线上消费回暖主要是由於消费者需求增加、政府扶持政策及商户促销活动所带动。

疫情期间用户在电商平台浏览时间增加,支持线上零售复苏,加上为期一个月的「618购物节」由5月底展开,主要电商企业都推出各种促销活动,预计6月份线上消费将迎来创纪录高峰,有利电商平台收入表现。

(笔者为证监会持牌人,没持有上述股份)~

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