郭家耀: 港股上升空间料有限 美团优选潜力巨
正荣金融业务部副总裁郭家耀称,美股周二(6月1日)先升後回顺,油价显着上升带动能源股造好,刺激道指早段一度升幅超过300点,但尾市升幅大为收窄,标普500指数及纳指更倒跌收市。美元低位反弹,油价显着向好,金价表现受压,美国十年期债息回升至1.60厘水平。港股预托证券大致偏软,预料大市早段跟随低开。
内地股市反覆向好,沪综指低开高走,收市上升0.2%,沪深两市成交额继续破万亿水平。
港股昨日走势向上,新经济股受资金支持,带动指数向好,并以接近全日高位收市。外围走势个别发展,内地股市好淡争持,预料港股进一步上升空间有限,指数在30,000点水平有较大阻力,下方支持上移至29,000点水平。
另美团(03690.HK)表示社区电商行业仍处於初期阶段,有大量前期投资,未来数季会加强仓配网络、提升运营效率及供应链,令产品更多元化,集团会继续投资在电商业务。期内美团优选进一步扩大地域覆盖范围,至逾2,600个市县,基本上完成全国覆盖的目标,同时,期内将更多资源分配至超级市场、鲜花及包装水果等类别,促进季内业务增长。
首季末美团的交易用户数接近5.7亿,过去两个季度净增1亿,美团优选有助向低线城市渗透,其中集团一半新增用户均来自美团优选,令美团接触到较为广阔的消费者,未来数年有机会带来3亿至4亿新用户,有信心该业务的潜力很大。公司给予市场业务清晰的发展思路,有助股价重拾动力,前景仍值得看好。
(笔者为证监会持牌人,没持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.