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郭家耀: 港股呈超买料整固 腾讯(00700.HK)受惠微信商业化
阿思达克 01-22 10:03
正荣金融业务部副总裁郭家耀称,美股周四(21日)个别发展,大市早段受经济数据支持,加上企业业绩表现良好,刺激大市再创新高,其後高位有获利回吐,道指倒跌收市,科技股表现强势,标普500指数及纳指再创收市新高。美元持续弱势,油价表现平稳,金价轻微受压,美国十年期债息回升至1.10厘水平。港股预托证券个别发展,预料大市早段缺乏方向。

内地股市表现向好,沪综指收市上升1.1%,重上3,600点大关,沪深两市成交额亦返回至万亿元水平。

港股持续向上,指数一度突破三万点心理关口,其後高位有获利回吐,指数录得轻微跌幅收市,成交略为减少。整体市场气氛良好,但连日累积升幅过大,出现超买迹象,预料大市进入整固期,指数将在29,200至30,200点水平上落。

另腾讯(00700.HK)日前举行「2021微信公开课」,据活动上介绍,2020年微信小程序全年交易额按年增长逾100%,人均小程序交易金额同比增长67%。小程序每日活跃用户达4亿人,人均使用小程序个数健康按年增长25%。开发者角度而言,整体活跃小程序稳步增长75%,有交易的小程序数按年增长68%。非游戏类的小程序开发者分成收益增长25%。支付方面,微信支付分使用用户数超2.4亿,为用户节省超过2,000亿元人民币抵押金,超过1,000万名用户使用过快递的的先寄後付服务。微信商业化进程表现理想,难怪股价走势屡创新高,後市仍值得看好。

(笔者为证监会持牌人,没持有上述股份)~

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