郭家耀: 北水暂停港股乏方向 阿里(09988.HK)旗下淘宝天猫用户规模续扩
正荣金融业务部副总裁郭家耀称,美股上周五(10月2日)急挫,美国总统特朗普确诊新冠肺炎,加上上月非农业职位数字未如预期,道指早段一度急挫超过400点,市场憧憬新一轮纾困计划推出,大市跌幅有所收窄,但三大指数仍录得跌幅收市,科技股表现较差,纳指跌幅较为显着。美元走势向好,美国十年期债息维持於0.70厘水平,油价走势受压,金价则受避险需求带动而向上,港股预托证券大致向好,预料大市早段跟随高开。内地股市假期前反覆偏软,沪综指收市录得轻微跌幅,沪深两市成交额继续清淡。
港股走势反覆,指数表现缺乏方向,大市成交亦不振。外围形势未明,港股通继续暂停亦不利大市表现,预料指数维持於23,000至24,000点水平上落。
另阿里(09988.HK)举行2020年度全球投资者大会,阿里表示今年3月正式上线的淘宝特价版,截至8月份每月活跃用户达5,500万。核心商业业务方面,淘宝天猫总裁蒋凡表示,过去一年淘宝天猫的用户规模继续快速增长。阿里中国零售市场年度活跃消费者达7.42亿,移动月活跃用户增加1.19亿,其中70%的新增用户来自下沉市场,预计未来两至三年依然还有很大上涨空间。为满足淘宝天猫平台上超过8亿用户的多元化需求,淘宝天猫会继续坚持全供给策略,为消费者构建丰富的、多元的商品供给。去年天猫旗舰店体系升级到旗舰店2.0,截至今年8月底,天猫旗舰店2.0已覆盖27万商家。阿里继续将平台升级,抓紧下线城市的机遇,前景继续乐观。
(笔者为证监会持牌人,没持有上述股份)~
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