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郭家耀: 北水暫停港股乏方向 阿里(09988.HK)旗下淘寶天貓用戶規模續擴
阿思達克 10-05 09:40
正榮金融業務部副總裁郭家耀稱,美股上周五(10月2日)急挫,美國總統特朗普確診新冠肺炎,加上上月非農業職位數字未如預期,道指早段一度急挫超過400點,市場憧憬新一輪紓困計劃推出,大市跌幅有所收窄,但三大指數仍錄得跌幅收市,科技股表現較差,納指跌幅較為顯著。美元走勢向好,美國十年期債息維持於0.70厘水平,油價走勢受壓,金價則受避險需求帶動而向上,港股預託證券大致向好,預料大市早段跟隨高開。內地股市假期前反覆偏軟,滬綜指收市錄得輕微跌幅,滬深兩市成交額繼續清淡。

港股走勢反覆,指數表現缺乏方向,大市成交亦不振。外圍形勢未明,港股通繼續暫停亦不利大市表現,預料指數維持於23,000至24,000點水平上落。

另阿里(09988.HK)舉行2020年度全球投資者大會,阿里表示今年3月正式上線的淘寶特價版,截至8月份每月活躍用戶達5,500萬。核心商業業務方面,淘寶天貓總裁蔣凡表示,過去一年淘寶天貓的用戶規模繼續快速增長。阿里中國零售市場年度活躍消費者達7.42億,移動月活躍用戶增加1.19億,其中70%的新增用戶來自下沉市場,預計未來兩至三年依然還有很大上漲空間。為滿足淘寶天貓平台上超過8億用戶的多元化需求,淘寶天貓會繼續堅持全供給策略,為消費者構建豐富的、多元的商品供給。去年天貓旗艦店體系升級到旗艦店2.0,截至今年8月底,天貓旗艦店2.0已覆蓋27萬商家。阿里繼續將平台升級,抓緊下線城市的機遇,前景繼續樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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