郭家耀: 憧憬经济重启港股料战25,000 金蝶(00268.HK)夥腾讯拓SaaS利好
正荣金融业务部副总裁郭家耀称,美股周三(20日)继续向上,联储局议息纪录显示,当局预期利率将维持接近零息,利好大市气氛。科技股继续向好,三大指数均录得升幅收市。美元表现偏软,美国十年期债息维持於0.69厘水平,油价高位轻微偏软,金价走势平稳。港股预托证券个别发展,预料大市早段缺乏方向。
内地股市反覆偏软,沪综指收市下跌0.5%,沪深两市成交额维持相若水平。市场观望两会召开消息,憧憬更多刺激经济政策出台。
港股继续好淡争持,外围走势波动,市场亦关注中美关系变化,指数表现缺乏方向,大市成交则保持畅旺。联储局继续维持超低利率政策,加上疫情逐步有受控迹象,市场继续憧憬经济重启,大市有望挑战25,000点阻力,下方支持在23,800点水平。
另腾讯云日前宣布与金蝶(00268.HK)达成战略合作,双方将在平台共研、产品集成以及生态互惠等方面进行深度合作。金蝶连续多年稳居中国成长型企业应用软件市场占有率第一。金蝶旗下云ERP、财务云等产品拥有较高市场占有率,在中国企业级应用SaaS云服务市场连续三年第一。
此外,金蝶是唯一一家入选Gartner全球市场指南的中国企业SaaS云服务厂商。金蝶表示,以为企业成长而生为理念,将与腾讯(00700.HK)一起助力企业成长,共享共建SaaS生态,让更多的企业能够享受数字化红利,打造数字共生、产业互联的新生态。为客户提供一站式数字化解决方案,给客户带来更好的体验,为SaaS生态带来更多可能性。市场对此合作均反应正面,相信金蝶可直接接触更多企业客户,金蝶股价有望继续破顶。
(笔者为证监会持牌人,没持有上述股份)~
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