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郭家耀: 港股上升空間料有限 美團優選潛力巨
阿思達克 06-02 09:27
正榮金融業務部副總裁郭家耀稱,美股周二(6月1日)先升後回順,油價顯著上升帶動能源股造好,刺激道指早段一度升幅超過300點,但尾市升幅大為收窄,標普500指數及納指更倒跌收市。美元低位反彈,油價顯著向好,金價表現受壓,美國十年期債息回升至1.60厘水平。港股預托證券大致偏軟,預料大市早段跟隨低開。

內地股市反覆向好,滬綜指低開高走,收市上升0.2%,滬深兩市成交額繼續破萬億水平。

港股昨日走勢向上,新經濟股受資金支持,帶動指數向好,並以接近全日高位收市。外圍走勢個別發展,內地股市好淡爭持,預料港股進一步上升空間有限,指數在30,000點水平有較大阻力,下方支持上移至29,000點水平。

另美團(03690.HK)表示社區電商行業仍處於初期階段,有大量前期投資,未來數季會加強倉配網絡、提升運營效率及供應鏈,令產品更多元化,集團會繼續投資在電商業務。期內美團優選進一步擴大地域覆蓋範圍,至逾2,600個市縣,基本上完成全國覆蓋的目標,同時,期內將更多資源分配至超級市場、鮮花及包裝水果等類別,促進季內業務增長。

首季末美團的交易用戶數接近5.7億,過去兩個季度淨增1億,美團優選有助向低線城市滲透,其中集團一半新增用戶均來自美團優選,令美團接觸到較為廣闊的消費者,未來數年有機會帶來3億至4億新用戶,有信心該業務的潛力很大。公司給予市場業務清晰的發展思路,有助股價重拾動力,前景仍值得看好。

(筆者為證監會持牌人,沒持有上述股份)~

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