郭家耀: 港股交投增料上試25,000 美團平台前景樂觀
正榮金融業務部副總裁郭家耀稱,美股周二(13日)反覆向下,市場憂慮美國紓困方案短期難以達成,加上新冠肺炎疫苗測試再遇阻滯,拖累三大指數由高位回落,科技股相對表現較佳。美元由低位反彈,金價失守1,900美元水平,油價走勢回穩,美國十年期債息回落至0.72厘水平。港股預託證券大致向好,預料大市早段跟隨高開。
內地股市反覆回穩,指數早段一度下滑,其後受經濟數據支持,滬綜指收市錄得輕微升幅,滬深兩市成交額繼續保持清淡。
港股近日表現強勢,科技股及傳統類股份各領風騷,整體成交亦有所上升。外圍表現向好,加上資金持續流入,有利港股後市走勢,預料指數有望上試25,000點阻力,下方支持在24,000點水平。
另《美團外賣國慶消費大數據》顯示北京、上海、深圳、廣州和成都為國慶期間點外賣最多的城市,10月1日至5日期間,熱門景區外賣單量按年大增兩倍。歇業長達數月的導遊群體,表現出對外賣的強烈需求。調研顯示,熱門景區外賣訂單近三成來自導遊,訂單平均單價超60元人民幣。至於來自酒店的外賣訂單,亦較節前急增1.5倍。
另外,數據顯示10月1日到3日,跑腿日均訂單量按年增長151%,且需求多樣化及個性化,送大閘蟹、買衣服、代排隊、買奶茶、照看寵物是最為普遍的需求。當中,跑腿代排隊訂單按年增長419%,成為假日消費的新趨勢。亦有不少人選擇宅在家中,特色外賣訂單量同比節前增長60%。美團平台提供服務進一步多樣化及生活化,增加用戶的忠誠度,發展前景仍然樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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