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郭家耀: 观望经济数据港股料反覆 蚂蚁整改利好阿里(09988.HK)
正荣金融业务部副总裁郭家耀称,美股周一(7日)个别发展,受七国集团定下全球最低企业税率影响,大市早段偏软,其後科技股止跌回稳,带动纳指收市倒升,道指及标普500指数则录得温和跌幅收市。美元走势继续偏软,美国十年期债息回升至1.57厘水平,金价表现向好,油价高位回落。港股预托证券个别发展,预料大市早段缺乏方向。

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活跃。

港股表现受外围拖累,指数失守29,000点水平,跌至20天及50天线附近,大市成交保持清淡。外围方向未明,市场继续观望经济数据表现及央行政策消息,预料指数继续於28,500至29,500点水平上落。

另内地重庆银保监局批准重庆蚂蚁消费金融有限公司开业,公司注册资本为80亿元人民币,蚂蚁集团应在蚂蚁消费金融公司开业六个月内完成「花呗」及「借呗」的品牌整改工作。整改完成後,「花呗」及「借呗」将成为蚂蚁消费金融公司的专属消费信贷产品,其他金融机构借助蚂蚁集团提供的数据讯息所发放的消费信贷,不再标挂「花呗」及「借呗」名称。

蚂蚁集团表示,在监管部门的指导下,蚂蚁及各方股东会一起努力满足消费者的金融服务需求,与合作的金融机构一同参与金融服务体系建设,持续提升金融服务质量和风险防控水平。今次消息标志蚂蚁集团整改方案踏出重要一步,有利消除不明朗因素,利好阿里(09988.HK)股价表现。

(笔者为证监会持牌人,没持有上述股份)~

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