郭家耀: 外围波动港股难免疫 阿里增持圆通A拓电商生态
正荣金融业务部副总裁郭家耀称,美股上周五(4日)先升後跌,美国上月份非农业职位数据优於预期,大市早段向上,在科技股领跌下,指数中段反覆下挫,纳指更一度大跌5%,其後联储局主席鲍威尔表示维持低息环境直至经济复苏,令大市跌幅收窄,三大指数仍录得跌幅收市。美元走势靠稳,美国十年期债息回升至0.72厘水平,金价受避险需求带动向好,油价则显着受压。港股预托证券个别发展,预料大市早段跟随外围低开。
内地股市下跌,沪综指收市下跌0.8%,沪深两市成交额继续减少。
港股跟随外围向下,科技股表现受压,指数下试24,500点支持,尾市跌幅稍为收窄。外围走势持续波动,港股难免受影响,预料指数将维持於24,000点至25,000点水平上落。
另圆通速递(600233.SH)日前公布公司控股股东以每股17.406元人民币向阿里巴巴(09988.HK)出售3.79亿股,占公司已发行股本12%,涉资约66亿元人民币。完成交易後,阿里巴巴及其一致行动人持股将增至22.5%,仍为公司第二大股东。喻渭蛟夫妇持股41.65%,仍为公司实际控制人。
双方共同推进快递物流、航空货运、国际网络及供应链、数字化技术等的协同合作和优势互补,增强双方全球化综合服务能力。阿里的物流版图中,「通达系」即圆通、中通(ZTO.US)、申通(002468.SZ)及韵达(002120.SZ)一直占据着重要位置。
近年阿里曾数次入股「通达系」,并先後与圆通、中通、申通、韵达在资本方面合作,加强对社会化物流体系的掌控,并构建更加完善的电商生态。
内地电商竞争更趋白热化,目前京东(09618.HK)和顺丰(002352.SZ)凭藉自营模式下更优的服务时效和品质,在物流领域站稳阵脚,而拼多多也与印尼快递极兔传出合作,凭藉性价比杀出一条路。疫情期间,充分显示出物流支撑能力在未来新经济领域市场厮杀竞争中的重要作用,用资本与各大物流公司加深捆绑,成了阿里的重要战略。面对对手步步紧逼,阿里将不断加码对物流的投入。
(笔者为证监会持牌人,没持有上述股份)~
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