郭家耀: 科技股调整港股疲弱 阿里(09988.HK)犀牛平台助制造业转型
正荣金融业务部副总裁郭家耀称,美股周四(17日)表现向下,联储局对经济前景忧虑,拖累大市气氛,科技股调整压力未减,三大指数均录得显着跌幅收市。美元走势偏软,美国十年期债息维持於0.68厘水平,金价表现向好,油价亦反覆向上。港股预托证券普遍偏软,预料大市早段受压。
内地股市反覆向下,沪综指收市下跌0.4%,沪深两市成交额继续低迷。
港股近日表现疲弱,外围走势转弱拖低大市表现。科技股调整势头持续,预料指数短期难望突破,继续於24,000至25,000点水平上落。
另阿里巴巴(09988.HK)推出犀牛智造平台,试点项目迅犀数字工厂为中小企业提供端到端的全链路数字化解决方案,享受由需求驱动的定制化生产服务,进一步挖掘国内规模逾30万亿元人民币市场机遇。阿里巴巴犀牛智造首席执行官伍学刚表示,数据是新制造的核心,客户的需求瞬息万变,而且更偏好於个性化而非大量生产的商品。「新制造」以数据驱动和智能技术,帮助传统制造业实现按需定产,在满足个性化需求的同时,提高盈利及降低库存压力。
新制造战略试点的登场是阿里实施「五新」战略的另一里程碑。「五新」战略由阿里创始人马云於2016年首次提出,包括新零售、新制造、新金融、新技术及新能源。犀牛智造的趋势和销售预测模型,以及人工智能驱动的决策优化体系,让工厂能够及时掌握消费市场的需求脉动,同时降低研发成本,把握由个性化消费带来快速发展的机遇。阿里推动制造业实行数字化转型,令行业竞争力升上另一台阶,亦有利阿里未来业务表现。
(笔者为证监会持牌人,没持有上述股份)~
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