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郭家耀: 新经济股续领升交投增 港股上方阻力料25,500
阿思达克 08-05 09:41
正荣金融业务部副总裁郭家耀称,美股周二(4日)表现向上,科技股继续强势,纳指再创历史新高水平,三大指数均录得升幅收市。美元走势继续偏软,美国十年期债息回落至0.50厘水平。金价持续强势,突破2,000美元大关,油价表现亦向好。港股预托证券大致向上,预料大市早段跟随外围高开。

内地股市连日向好,人行再度释放宽松讯号,利好市场气氛,沪综指高开高走,收市上升0.1%,沪深两市成交额保持活跃。

港股走势反覆向上,新经济股表现理想,传统类股份低位亦有反弹,带动指数急升,一度重上25,000点水平,成交亦有所增加。外围整体气氛理想,新经济类股份继续成为大市火车头,但金融及地产股进一步反弹空间有限,预料指数上方阻力在25,500点水平,下方支持在24,500点附近。

另外电报道,内地监管机构正研究对阿里巴巴(09988.HK)旗下蚂蚁集团支付宝及腾讯(00700.HK)旗下微信支付展开反垄断调查。消息引述内地央行认为,蚂蚁及腾讯两家电子支付巨头利用市场支配地位打击竞争。消息指人行在第二季正式向国务院反垄断委员会建议,应调查非银行支付公司是否涉及反垄断问题。目前内地监管机构尚未对是否进行调查作出最终决定,不过反垄断委员会非常严肃对待人行的建议。

同时,蚂蚁及腾讯正积极游说政府不要进行调查。目前支付宝及微信支付为内地两大移动支付巨头,根据第三方机构艾瑞谘询数据,去年第四季中国第三方移动支付交易规模达60万亿元人民币,按年增长13%。支付宝拥有55%市占率,微信支付则占39%。市场人仕指,以内地反垄断法规,支付市场由两大阵营分庭抗礼,理应不构成市场支配地位。据报国务院反垄断委员会已耗时超过一个月,收集支付宝和微信支付的相关资料。蚂蚁集团早前宣布会在香港及上海科创板寻求上市。若调查成立,或将影响蚂蚁的上市计划,并对阿里构成压力,目前宜留意事态发展。

(笔者为证监会持牌人,没持有上述股份)~

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