郭家耀: 外圍強勁港股料上試29,500 螞蟻整改進展受關注
正榮金融業務部副總裁郭家耀稱,美股週一(28日)個別發展,傳統類股份表現受壓,道指低開低走,收市下挫150點,科技果持續向好,帶動標普500指數及納指再創歷史新高。美元反覆回升,美國十年期債息下跌至1.47釐水平,金價及油價表現偏軟。港股預託證券個別發展,預料大市早段缺乏方向。內地股市偏軟,滬綜指高開低走,收市下跌1點,滬深兩市成交額保持活躍。
港股因黑雨關係僅得半日市,大市高開低走,收市錄得輕微跌幅。外圍表現強勁,近日市場氣氛改善,有利大市進一步挑戰29,500點阻力,下方支持在28,800點水平。
另根據外媒報道,螞蟻集團正與國企洽商創建一家信用評分公司,螞蟻將分享其消費者數據,從而把螞蟻的專有數據置於監管機構的管轄之下。據報新實體最快今年第三季成立,螞蟻或須放棄其數據的部分控制權。現時逾10億人使用螞蟻旗下的支付寶等產品作消費、借貸或投資,而螞蟻能收集和使用有關數據,向來爲公司成功的祕訣之一。
據報,螞蟻現正與國企談判,就如何分配新合資公司的控制權、應該收集哪些數據,以及新企業所收集的數據能如何協助中國建立全國性數據庫等進行討論。中國監管機構正推動國企在這家新公司中取得更大話語權,並在營運上有更大角色。而潛在的國企股東包括一家總部位於上海的金融集團。市場將觀察事態進展,一旦有落實消息,可被視爲進一步清除監管風險消息,有助阿裏(09988.HK)股價反彈。
(筆者爲證監會持牌人,沒持有上述股份)~
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