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郭家耀: 市場憂慮紓緩港股料試25,500 螞蟻集團整改利阿里(09988.HK)
阿思達克 11-12 09:28
安里資產管理董事總經理郭家耀稱,美股週四個別發展,市場繼續憂慮通脹高企影響聯儲局貨幣政策,道指反覆回落,科技股表現向好,帶動標普500指數及納指錄得溫和升幅收市。美元走勢向上,美國十年期債息企穩於1.57厘水平,金價及油價表現向好。港股預託證券普遍上升,預料大市早段跟隨高開。內地股市上升,滬綜指低開高走,收市上升1.1%,滬深兩市成交額進一步增加。 港股反覆造好,早段受隔夜美股回調影響,大市昨日低開,其後受內房政策放寬消息帶動,整體市場氣氛改善,指數重上25,000點水平,大市成交亦有所增加。港股估值低殘,市場憂慮紓緩,有利大市進一步反彈,指數有望上試25,500點阻力,下方支持在24,500點附近。 另螞蟻集團的整改工作有新進展,「借唄」正在逐步推進品牌隔離工作,包括螞蟻消費金融公司在內的多家持牌金融機構,將共同為用戶提供更便捷、優質的小額消費信貸服務。集團表示未來「借唄」將由螞蟻消費金融公司提供,並成為螞蟻消費金融公司的專屬品牌。由銀行等金融機構獨立提供的信貸服務則會在「信用貸」頁面展示。螞蟻表示在品牌隔離過程中,用戶的服務體驗不會受到影響,開通、查賬、計息、借還款等核心流程不會發生變化。 今年6月初,中國監管部門批准螞蟻消費金融公司開業,並要求在6個月內將「花唄」、「借唄」整改成螞蟻消費金融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」、「借唄」名稱。消息應有助市場對阿里(09988.HK)逐步回復信心,利好股價表現。 (筆者為證監會持牌人,沒持有上述股份)~
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