郭家耀: 港股上破100天線料試衝29,500 內地雲服務前景秀麗
正榮金融業務部副總裁郭家耀稱,美股上週五(25日)繼續造好,美國最新通脹數據符合預期,紓緩市場對聯儲局收水憂慮,大市高開高走,標普500指數再創歷史新高,道指亦上升超過200點,科技股高位有回吐,納指收市略爲偏軟。美元走勢反覆向下,美國十年期債息回升至1.52釐水平,金價及油價大致向好。港股預託證券普遍上升,預料大市早段跟隨外圍高開。內地股市上升,滬綜指上週五低開高走,收市上升1.1%,滬深兩市成交額繼續破萬億元水平。
港股上週五在外圍帶動下走勢強勁,指數衝破100天移動平均線水平,大市成交亦有所增加。新經濟股重拾動力,有利後市表現,指數有望試衝29,500點阻力,下方支持上移至28,800點附近。
另Canalys數據顯示,2021年第一季中國市場的雲基礎設施服務支出增長55%至60億美元。總體而言,中國是僅次於美國的第二大市場,佔全球投入的 14%,高於2020 年第一季的12%。中國四大雲服務提供商是阿裏雲、華爲雲、騰訊雲和百度智能雲,四大巨頭共佔總支出的80%以上。
Canalys分析指,由於線上服務持續擴張、流程和運營的數字化以及跨行業、企業和政府部門的投入,2021年將是中國市場雲服務迎來增長的一年。這將擴大使用場景,並提升雲服務的價值。中國的雲服務提供商將覆蓋範圍擴大到國外市場,並將其雲服務出口到全球,以加快亞太區其他地區以及歐洲中東非洲地區的數字化轉型。除建設數據中心外,吸引地區開發者生態系統、使中小企業能夠採用雲服務並與政府合作,對於雲服務商的發展至關重要,行業前景繼續樂觀。
(筆者爲證監會持牌人,沒持有上述股份)~
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