郭家耀: 港股调整空间料不大 内地社区团购陷激战
正荣金融业务部副总裁郭家耀称,美股上周五(9日)继续破顶,债息上升未有影响市场气氛,道指及标普500指数再创新高,科技股相对走势较弱,纳指升幅较为温和。美元走势向好,美国十年期债息升至1.68厘水平,金价及油价表现偏软。港股预托证券个别发展,预料大市早段缺乏方向。
内地股市上周五走势向下,沪综指低开低走,收市下跌0.9%,沪深两市成交额有所缩减。
港股跟随内地股市回落,指数高见29,100点水平後,再度遇到阻力,其後反覆下挫,收市下跌1.1%,大市成交继续清淡。外围市况继续强劲,港股走势相对落後,预料後市调整空间不大,指数应可稳守28,000点水平,阻力位置在29,200点附近。
另社区团购在成为互联网巨头兵家必争之地,内地媒体报道,多家公司均提出今年业绩翻倍的目标,美团(03690.HK)旗下美团优选将今年的GMV目标锁定在2,000亿元人民币(下同),并将冲击每天5,000万至6,000万单的单量。拼多多旗下多多买菜GMV目标为1,500亿元,滴滴旗下橙心优选为1,000亿元,兴盛优选则约800亿元。
美团表示去年12月,美团优选的单量已经突破一天2,000万单。消息指农历新年後美团优选的单量稳定在一天2,300万单,日峰值达2,700万单。多多买菜则在2,000万水平,兴盛优选接近1,500万单。
内地社区团购陷入激战,美团在社区团购业务上大概投入100亿元,预计今年的投入力度或翻倍至200亿元。另阿里(09988.HK)近期成立MMC事业群,主要聚焦社区团购业务,并整合零售通的社区团购业务和盒马集市业务。阿里起步相对较迟,虽然现正加大投入,但投资者将会观察後续交易数据来衡量表现,不妨持续关注相关数据公布。
(笔者为证监会持牌人,没持有上述股份)~
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