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郭家耀: 港股調整空間料不大 內地社區團購陷激戰
阿思達克 04-12 10:55
正榮金融業務部副總裁郭家耀稱,美股上周五(9日)繼續破頂,債息上升未有影響市場氣氛,道指及標普500指數再創新高,科技股相對走勢較弱,納指升幅較為溫和。美元走勢向好,美國十年期債息升至1.68厘水平,金價及油價表現偏軟。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市上周五走勢向下,滬綜指低開低走,收市下跌0.9%,滬深兩市成交額有所縮減。

港股跟隨內地股市回落,指數高見29,100點水平後,再度遇到阻力,其後反覆下挫,收市下跌1.1%,大市成交繼續清淡。外圍市況繼續強勁,港股走勢相對落後,預料後市調整空間不大,指數應可穩守28,000點水平,阻力位置在29,200點附近。

另社區團購在成為互聯網巨頭兵家必爭之地,內地媒體報道,多家公司均提出今年業績翻倍的目標,美團(03690.HK)旗下美團優選將今年的GMV目標鎖定在2,000億元人民幣(下同),並將衝擊每天5,000萬至6,000萬單的單量。拼多多旗下多多買菜GMV目標為1,500億元,滴滴旗下橙心優選為1,000億元,興盛優選則約800億元。

美團表示去年12月,美團優選的單量已經突破一天2,000萬單。消息指農曆新年後美團優選的單量穩定在一天2,300萬單,日峰值達2,700萬單。多多買菜則在2,000萬水平,興盛優選接近1,500萬單。

內地社區團購陷入激戰,美團在社區團購業務上大概投入100億元,預計今年的投入力度或翻倍至200億元。另阿里(09988.HK)近期成立MMC事業群,主要聚焦社區團購業務,並整合零售通的社區團購業務和盒馬集市業務。阿里起步相對較遲,雖然現正加大投入,但投資者將會觀察後續交易數據來衡量表現,不妨持續關注相關數據公布。

(筆者為證監會持牌人,沒持有上述股份)~

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