郭家耀: 港股交投增料上试25,000 美团平台前景乐观
正荣金融业务部副总裁郭家耀称,美股周二(13日)反覆向下,市场忧虑美国纾困方案短期难以达成,加上新冠肺炎疫苗测试再遇阻滞,拖累三大指数由高位回落,科技股相对表现较佳。美元由低位反弹,金价失守1,900美元水平,油价走势回稳,美国十年期债息回落至0.72厘水平。港股预托证券大致向好,预料大市早段跟随高开。
内地股市反覆回稳,指数早段一度下滑,其後受经济数据支持,沪综指收市录得轻微升幅,沪深两市成交额继续保持清淡。
港股近日表现强势,科技股及传统类股份各领风骚,整体成交亦有所上升。外围表现向好,加上资金持续流入,有利港股後市走势,预料指数有望上试25,000点阻力,下方支持在24,000点水平。
另《美团外卖国庆消费大数据》显示北京、上海、深圳、广州和成都为国庆期间点外卖最多的城市,10月1日至5日期间,热门景区外卖单量按年大增两倍。歇业长达数月的导游群体,表现出对外卖的强烈需求。调研显示,热门景区外卖订单近三成来自导游,订单平均单价超60元人民币。至於来自酒店的外卖订单,亦较节前急增1.5倍。
另外,数据显示10月1日到3日,跑腿日均订单量按年增长151%,且需求多样化及个性化,送大闸蟹、买衣服、代排队、买奶茶、照看宠物是最为普遍的需求。当中,跑腿代排队订单按年增长419%,成为假日消费的新趋势。亦有不少人选择宅在家中,特色外卖订单量同比节前增长60%。美团平台提供服务进一步多样化及生活化,增加用户的忠诚度,发展前景仍然乐观。
(笔者为证监会持牌人,没持有上述股份)~
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