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郭家耀: 观望大选巨企业绩 港股短期料难突破
阿思达克 11-03 09:27
正荣金融业务部副总裁郭家耀称,美股周一(2日)大幅反弹,市场憧憬各国央行加码推出刺激措施,有利大市气氛。投资者继续观望美国总统大选结果,三大指数均录得升幅收市。美元走势向好,美国十年期债息回落至0.85厘水平,油价先跌後回升,金价表现亦向上。港股预托证券大致向好,预料大市早段跟随外围高开。

内地股市表现平稳,沪综指收市轻微上升,沪深两市成交额略为缩减。

港股跟随外围反弹,内地宏观经济数据向好,有利大市气氛。部分投资者继续观望外围发展,大市成交略为缩减。市场继续观望美国总统大选结果,以及多家巨企第三季业绩表现,预料短期市况未有太大突破,指数继续於24,000至25,000点水平徘徊。

另胡润研究院发布《中国10强金融科技企业》排行榜,蚂蚁集团(06688.HK)以2.1万亿元人民币价值,高踞榜首,远远抛离排第二的中国平安(02318.HK)旗下陆金所,後者的价值为2,700亿元人民币,东方财富则以2,215亿元人民币排第三。京东数科和微众银行以2,000亿元人民币的价值并列第四。第六至十位依次为恒生电子、同花顺、苏宁金服、众安在线(06060.HK)和金融壹账通。

十强金融科技企业主要覆盖理财、小额贷款、支付、互联网金融讯息服务等领域。其中2间以B2B业务为主,余下的8间以B2C为主。胡润百富表示,蚂蚁、腾讯(00700.HK)和平保目前是金融科技行业的领导者,但其他大数据巨头,如百度、拼多多、字节跳动、美团(03690.HK)和滴滴等,未来亦有很大的上升机会,相信金融科技板块继续成为市场焦点。

(笔者为证监会持牌人,没持有上述股份)~

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