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郭家耀: 料港股於24,000点至25,000点徘徊
阿思达克 06-30 09:33
正荣金融业务部副总裁郭家耀称,美股周一大幅反弹,当地新冠肺炎疫情确诊个案继续上升,未有对市况带来进一步压力,投资者憧憬更多刺激措施落实,三大指数均录得显着升幅收市。美元走势靠稳,美国十年期债息回落至0.62厘水平,油价平稳向好,金价继续向上。港股预托证券大致靠稳,预料大市早段跟随外围高开。内地股市向下,沪综指收市下跌0.6%,沪深两市成交额为7,161亿元人民币。港股表现受压,市况低开低走,成交继续保持活跃。投资者继续关注外围疫情变化,加上新经济股普遍有回调压力,拖累短期大市表现,预料指数维持於24,000点至25,000点水平上落。

行业消息

调查机构Sensor Tower发表的报告指出,TikTok 5月份收入达9,560万美元,是去年同期的10.6倍,成为5月份营收最高的相片及影片App,当中有89%的收入是来自内地版本「抖音」,而6.2%收入则是来自美国,而来自土耳并收入亦占1.2%。营收榜中排名第二的是YouTube,期内收入7,830万美元,按年升77.2%,当中有55.7%收入是来自美国,日本则占11.8%,而Disney+、Twitch及快手则分别排第三至五位。TikTok在美国越来越受青少年欢迎,据报TikTok在美国拥有5,000万月活跃用户,当中大部份的年龄在16至24岁之间。早前梅耶尔被任命为字节跳动首席运营官兼TikTok全球CEO,在新任CEO的领导下,公司希望将增长转化为收入。梅耶尔曾在迪士尼担任多个重要职位,并成功推出迪士尼流媒体服务Disney+。对於母公司字节跳动来说,提高TikTok收入至关重要,公司目前是世界上估值最高的私营科技公司之一,估值达1,000亿美元。公司成功将流量转化成收入,估值亦水涨船高,他日上市将相当哄动。(笔者为证监会持牌人仕,没持有上述股份)~

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