郭家耀: 资金换马短期持续 阿里(09988.HK)受严厉监管惹关注
正荣金融业务部副总裁郭家耀称,美股周二(10日)个别发展,肺炎疫苗消息继续刺激市场情绪,资金继续由新经济股换码至传统类股份,道指录得显着升幅收市,科技股走势疲弱,拖累纳指及标普500指数逆市向下。美元走势靠稳,金价急跌後反弹,油价继续做好,美国十年期债息回升至0.96厘水平。港股预托证券个别发展,预料大市早段低开。
内地股市反覆向下,沪综指收市下跌0.8%,沪深两市成交额继续保持活跃。
港股跟随外围高开,其後走势反覆,科技股显着受压,拖低大市表现。短期资金换马情况持续,压制指数升幅,预料短期将於25,500至26,200点水平上落。
另阿里巴巴(09988.HK)公布截至9月底第二财政季度业绩,非通用会计准则纯利按年上升44%至470.88亿元人民币。天猫、淘宝线上实物商品交易额季度GMV分别按年上升21%及逾10%。核心商业利润率有所下降,经调整EBITA利润率由38%跌至35%。本地生活服务、Lazada、新零售和菜鸟合计的EBITA亏损较去年同期收窄,加上云计算等其他业务亏损正在减少,集团整体EBITA录得28%升幅,达412.16亿元人民币。对近期金融科技监管环境出现的变化,阿里正评估对业务的影响,并采取合适措施。蚂蚁集团季内对阿里贡献46.81亿元人民币盈利,按季上升54%。整体业绩符合预期,不过市场关注受到阿里更严厉监管,影响短线股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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