郭家耀: 外圍轉弱港股27,000關受考驗 電商平台互相開放利阿里(09988.HK)
正榮金融業務部副總裁郭家耀稱,美股周一(19日)顯著急挫,市場憂慮新冠疫情再度惡化,環球股市出現大舉拋售。道指一度下跌超過900點,收市跌幅略為收窄,標普500指數及納指亦跌超過1%收市。美元走勢向好,美國十年期債息下跌至1.17厘水平,金價走勢靠穩,油價顯著急挫。港股預托證券普遍下跌,預料大市早段跟隨外圍低開。內地股市反覆回穩,滬綜指低開高走,收市下跌不足1點,滬深兩市成交額繼續活躍。
港股表現向下,疫情憂慮加上新經濟股繼續受監管消息影響,恆指一度跌幅超過600點,尾市跌幅略為收窄,成交保持清淡。外圍走勢轉弱,市場氣氛向淡,預料指數再度考驗27,000點水平支持,上方阻力在28,000點水平。
另外媒日前報道,阿里(09988.HK)或讓微信支付進駐旗下電商平台,而部分阿里平台也有機會開設微信小程序。微信支付有望進入天貓、淘寶,阿里亦有意在電商平台引入銀聯,向監管當局伸出橄欖枝,有關計劃最快會在未來數個月內實行。騰訊(00700.HK)則可能容許阿里電商平台更容易在微信系統中分享連結,並讓部分阿里服務開設微信小程序,接觸微信用戶。報道指阿里擬為淘寶特價版及二手物品買賣平台閒魚,開通微信小程序。
目前,阿里系基本上被禁止進入微信生態系統,當中包括小程序,只有規模較小的生鮮電商盒馬及企業對企業平台1688屬例外。若阿里及騰訊互相開放,預料可催化更多類似動作。市場預料上述合作對阿里更為有利,因阿里的電商平台可進入微信系統,分薄競爭對手如拼多多(PDD.US)的流量,推動社區團購業務發展。
(筆者為證監會持牌人,沒持有上述股份)~
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