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郭家耀: 关注债息北水港股短期料续反覆 百度长远增长可期
阿思达克 03-10 09:07
正荣金融业务部副总裁郭家耀称,美股周二(9日)表现向好,债息由高位回落,刺激投资者重投股市,科技股表现最为突出,纳指收升逾3%。美元先升後回,美国十年期债息回落至1.53厘水平,金价表现转强,油价走势回落。港股预托证券普遍上升,预料大市早段跟随外围反弹。

内地股市持续向下,沪综指收市下跌1.8%,失守3,400点水平,沪深两市成交额继续增加。

港股走势反覆,指数一度跌至近月新低水平,其後传出国家队入市消息,刺激大市由低位反弹,大市成交继续活跃。外围走势继续波动,市场关注债息变化,以及北水动向,预料指数短期维持反覆上落形态,於28,500至29,500点水平上落。

另据《彭博通讯社》报道,联交所已批准百度(BIDU.US)在香港第二上市,百度计划短期开始招股。回顾百度早前公布去年第四季业绩,收入按年上升4.77%至302.6亿元人民币(下同),非通用会计准则计纯利按年下跌25.3%至68.68亿元。去年第四季百度核心收入按年上升6%至231亿元。截至12月底,百度App共有5.44亿月活跃用户数,每日登录用户占比超过70%,按年上升18个百分点。集团预计今年首季收入将介乎260亿至285亿元,按年上升15%至26%。整体营收表现均超出市场预期。期内百度云收入增长强劲,同比增长67%,主要得益於其AI解决方案,云服务和互联网营销,以及跨各个垂直领域的数字化转型的协同作用。

管理层表示,根据IDC的报告,百度在2020年上半年中国人工智能公有云市场上排名第一。作为领先的AI生态型公司,百度将抓住云服务、智慧交通、智慧驾驶及其他人工智慧领域的巨大市场机遇。同时,百度也将充分发挥自身庞大的互联网用户群优势,提供更多非广告服务。长远发展仍有值得期待故事,有望收窄与科网巨头的估值差距。

(笔者为证监会持牌人,没持有上述股份)~

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