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郭家耀: 觀望經濟數據港股料反覆 螞蟻整改利好阿里(09988.HK)
阿思達克 06-08 09:48
正榮金融業務部副總裁郭家耀稱,美股周一(7日)個別發展,受七國集團定下全球最低企業稅率影響,大市早段偏軟,其後科技股止跌回穩,帶動納指收市倒升,道指及標普500指數則錄得溫和跌幅收市。美元走勢繼續偏軟,美國十年期債息回升至1.57厘水平,金價表現向好,油價高位回落。港股預託證券個別發展,預料大市早段缺乏方向。

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活躍。

港股表現受外圍拖累,指數失守29,000點水平,跌至20天及50天線附近,大市成交保持清淡。外圍方向未明,市場繼續觀望經濟數據表現及央行政策消息,預料指數繼續於28,500至29,500點水平上落。

另內地重慶銀保監局批准重慶螞蟻消費金融有限公司開業,公司註冊資本為80億元人民幣,螞蟻集團應在螞蟻消費金融公司開業六個月內完成「花唄」及「借唄」的品牌整改工作。整改完成後,「花唄」及「借唄」將成為螞蟻消費金融公司的專屬消費信貸產品,其他金融機構借助螞蟻集團提供的數據訊息所發放的消費信貸,不再標掛「花唄」及「借唄」名稱。

螞蟻集團表示,在監管部門的指導下,螞蟻及各方股東會一起努力滿足消費者的金融服務需求,與合作的金融機構一同參與金融服務體系建設,持續提升金融服務質量和風險防控水平。今次消息標誌螞蟻集團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)股價表現。

(筆者為證監會持牌人,沒持有上述股份)~

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