郭家耀: 港股失守多条移动平均线 短期料续反覆
正荣金融业务部副总裁郭家耀称,美股周一(7日)假期休市,道指期货在周二(8日)亚洲时段上升,港股早段跟随高开过百点。内地股市表现向淡,市场忧虑中美科技战持续,拖累市场气氛,沪综指收市下跌1.9%,失守3,300点水平,沪深两市成交额显着增加。
港股表现持续反覆,市况继续好淡争持,指数失守多条移动平均线水平,短期气氛未有改善,预料指数继续与24,000至25,000点水平上落。
另艾媒谘询早前发表2020上半年中国移动支付行业研究报告,表示随着数字化转型的加速和移动支付技术的发展创新,移动支付逐渐成为社会主流支付模式。数据显示,2019年中国移动支付用户规模为7.33亿,市场渗透率不断加大,预计2020年规模将达7.9亿。
在新冠疫情的影响下,中国移动支付交易规模增速明显下降,2020年第一季度交易规模为90.8万亿元人民币,同比增速4.8%,但长期来看消费服务线上化将促进规模持续增长。艾媒谘询数据显示,中国移动支付平台用户最常使用移动支付平台的三个场景分别为餐饮消费、小型实体店/便利店消费和电商平台网购,移动支付场景呈现细分多元化发展。
艾媒谘询认为,布局高频刚需消费场景,有利於移动支付机构抢占用户心智,增加用户粘性,进而扩大市场份额。在选择移动支付平台时,62.4%的用户优先考虑支付便捷性,提供高效便捷的服务成为移动支付平台发展的关键。支付宝和微信进入市场较早,借助各自平台优势抢占了大量用户,之後又通过拓展线下场景,占据了大量市场份额。艾媒谘询认为,中国移动支付市场空间广阔,随着移动支付场景多元化、垂直化发展,支付机构在细分领域仍然大有可为。
(笔者为证监会持牌人,没持有上述股份)~
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