郭家耀: 科技股波动 传统金融股有追捧 料短期市况继续分化
正荣金融业务部副总裁郭家耀称,美股周一反覆造好,美国十年期债息由高位略为回落,投资者观望周中联储局议息会议结果,三大指数反覆向上,道指及标普500指数创出收市新高,科技股走势回暖,纳指亦录得超过1%升幅收市。美元走势向好,美国十年期债息回落至1.6厘水平,油价先升後回,金价低位反弹。港股预托证券温和向好,预料大市早段跟随外围轻微高开。内地股市走势向下,上月宏观经济数据表现好坏参半,沪综指低开低走,收市下跌近1%,险守3,400点水平,沪深两市成交额继续清淡。港股走势反覆向好,指数高开後一度倒跌,尾市再度回升,大市成交较前缩减。受债息上升压力影响,加上忧虑行业监管消息,科技股走势继续波动。传统金融股则有资金追捧,支撑大市表现。预料短期市况表现继续分化,指数将於28,500至29,500点水平上落。
行业消息
京东(09618.HK)公布第四季业绩,净收入增长31.4%至2,243亿元人民币,非通用会计准则盈利增长194%至24亿元,优於市场预期。京东去年年度活跃消费者达4.719亿,较2019年的增加30.3%。主席兼首席执行官刘强东表示,上季收入和用户数量加速增长,京东持续推进以供应链为基础的技术与服务战略,不断丰富公司收入的多样性,公司强劲的发展势头在进入2021年以来得以延续。京东零售CEO徐雷表示,去年80%的年度活跃用户均来自下沉市场。商家方面,以自营为主的京东继续开放平台,京东对商家的服务能力、产品能力要求比其他平台更高,去年主动清理一些低质、低效的商家,但新引进不少商家,带动商家数量稳步增长。京东旗下京东物流已向港交所提交上市申请,截至去年底,京东物流运营超过900个仓库。包含京东物流管理的云仓面积在内,京东物流仓储总面积约2,100万平方米。京东在电子及电器产品、超市零售及药品等零售领域处於领先地位,通过独特的在线直销以及供应链能力,有望继续实现强劲增长。
(笔者为证监会持牌人仕,没持有上述股份)~
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