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郭家耀: 港股交投淡短期料拉鋸 騰訊(00700.HK)小程序加快商業化利好
阿思達克 09-15 09:53
正榮金融業務部副總裁郭家耀稱,美股周一(14日)表現向好,科技企業併購消息,加上市場炒作疫苗研發取得進展,帶動大市向上,三大指數均錄得升幅收市。美元表現偏軟,金價走勢向上,油價則受需求下滑影響而下跌,美國十年期債息維持於0.66厘水平。港股預託證券個別發展,預料大市早段缺乏方向。內地股市向好,滬綜指高開高走,收市上升0.5%,滬深兩市成交額略為增加。

港股表現回穩,科網龍頭股帶動下,大市一度重上100天線水平,但傳統類股份表現仍然受壓,拖累指數升幅收窄,大市成交保持清淡。市場觀望氣氛仍然較為濃厚,大市繼續維持上落格局,指數續於24,000至25,000點水平徘徊。

另騰訊(00700.HK)舉行全球數字生態大會,據旗下微信團隊在會上披露,截至今年8月底,小程序商品交易GMV按年增長115%,品牌商家自營GMV按年增長210%,增長最快的行業為日用護理品、奢侈品、購物中心和百貨。

根據官方公布數據,小程序目前日活躍用戶數已突破4億,小程序數量超過100萬個,覆蓋逾200細分行業,微信第三方服務商數量超過4萬家。此外,騰訊高級執行副總裁、雲與智慧產業事業群總裁湯道生宣布,將投入100億元人民幣,打造100個中小企業專屬SaaS產品及方案,與100家合作夥伴,打造100種數碼化培訓課程,幫助中小企數碼化轉型升級。中小企在升級轉型中,經常面對產品、技術、人才等多方面的問題。

在產業數碼化升級過程中,效率、安全、生態是三大關鍵。效率是企業經營的關鍵,產業互聯網的目的在於降本增效。安全是產業數碼化的底座,把安全措施帶到數據流程通的每個環節,而生態共建是產業發展的唯一選擇。微信小程序商業化進一步加快,有助提升業務估值,加上遊戲業務表現持續強勁,預料騰訊股價可再度破頂。

(筆者為證監會持牌人,沒持有上述股份)~

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