郭家耀: 利淡消息消化港股料彈 中軟國際(00354.HK)拓業務合作
獨立股評人郭家耀稱,美股周三(22日)表現向上,聯儲局議息會議結果顯示,當局維持利率及買債規模不變,但在經濟展望中暗示,最快年底前縮減買債規模,利率點陣圖亦顯示官員預計明年加息機會增加,消息刺激美股向好,三大指數均錄得顯著升幅收市。美元走勢向好,金價反覆向下,油價受供應問題刺激向上,美國十年期債息維持於1.30厘水平。港股預託證券普遍向好,預料大市早段跟隨外圍高開。內地股市昨日上升,滬綜指低開高走,收市上升0.4%,滬深兩市成交額繼續破萬億元水平。
港股假期前略為反彈,指數一度失守24,000點水平,其後反覆回升,收市錄得溫和升幅,大市成交則跌至近月新低水平,顯示市場投資氣氛仍然審慎。外圍走勢向好,加上市場逐步消化利淡消息,預料市況有望展現反彈,上方阻力在25,000點水平,下方支持在24,000點附近。
中軟國際(00354.HK)公布與金蝶國際(00268.HK)達成全面戰略合作,共創數字化轉型新生態,並與用友達成全面戰略合作共拓數智化大市場。雙方將聚焦政府和企業市場,圍繞客戶數字化轉型需求,聯合打造產品和場景化方案,以端到端的服務能力緊密協同,共謀發展。雙方也將聯合打造項目管理、質量管理、快速交付等領域的自動化工具,全面提升交付質量和客戶體驗。中軟國際將組建金蝶專屬實施顧問和交付服務團隊,為最終用戶提供領先的產品諮詢設計、產品實施、客戶化開發、運維等服務。
此外,中軟亦與用友網絡(600588.SH)簽署戰略合作協議,雙方將聚焦政府和企業市場,圍繞客戶數字化轉型需求,聯合打造產品和場景化方案,以端到端的服務能力緊密協同,共謀發展。中軟與兩家企業軟件龍頭合作,可謂強強聯手,有助業務發展。
(本人沒持有上述股份)~
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