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郭家耀: 蓝筹业绩主导大市 港股短期料28,500至29,500上落
阿思达克 03-22 09:38
正荣金融业务部副总裁郭家耀称,美股上周五(19日)个别发展,债息持续向上不利大市表现。联储局决定收紧早前对银行放宽资本金措施,消息不利金融股走势,拖累道指及标普500指数收市下跌,科技股低位有反弹,纳指逆市造好。美元走势向上,美国十年期债息高见1.74厘水平,金价温和向好,油价亦由低位反弹。港股预托证券大致向好,预料大市早段跟随高开。

内地股市下跌,沪综指上周五低开低走,收市下跌1.7%,险守3,400点水平,沪深两市成交额继续清淡。

港股受外围债息上升影响,上周五低开後一度急跌超过600点,尾市跌幅稍为收窄,大市成交略为增加。外围走势持续反覆,投资者继续关注债息表现,蓝筹股今周陆续公布业绩,将主导大市走势。预料短期指数继续於28,500至29,500点水平上落。

另外电报道阿里巴巴(09988.HK)计划在腾讯(00700.HK)旗下微信平台提供淘宝特价版小程序,作为因应反垄断监管机构要求作出让步,消息指阿里已邀请部分商户加入。腾讯将须批准淘宝特价版小程序於微信平台下应用,阿里有关计划才能落实。目前全球逾10亿户使用微信,微信已由通讯程式演变成集消费及支付功能的平台。反垄断监管促成平台不可强迫二选一,开放平台後有利阿里推广电商业务,某程度上显示监管也可带来好处,不妨观察往後数据,看看对阿里在下沉市场能否带来突破。

(笔者为证监会持牌人,没持有上述股份)~

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