郭家耀: 市場觀望中美元首會面 阿里(09988.HK)消費節表現一般
安里資產管理董事總經理郭家耀稱,美股周一(15日)先升後跌,投資者觀望企業業績表現,三大指數錄得輕微跌幅收市。美元走勢向上,美國十年期債息上升至1.62厘水平,油價先跌後回升,金價反覆向下。港股預託證券大致偏軟,預料大市早段跟隨低開。內地股市先升後跌,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額繼續暢旺。
港股昨日反覆向好,指數企穩25,000點水平,大市成交繼續清淡。投資者觀望中美元首會面結果,以及新經濟股季績表現,市場傾向個別發展,預料指數繼續於24,500至25,500點水平徘徊。
另阿里巴巴(09988.HK)旗下天貓以及京東(09618.HK)分別公布雙十一網購節成交額,其中,天貓達到5,403億元人民幣(下同),京東錄得超過3,491億元,小米全渠道累計支付金額破193億元。天貓公布,今年雙十一累計交易額為5,403億元,打破去年紀錄,按年增長8.45%,較過去三年約26%的增幅明顯放緩。
京東累計下單金額創新紀錄,錄得逾3,491億元,按年升28.6%;有31個品牌銷售破10億元,蘋果更破百億。京東表示雙十一期間,超過10萬人在京東App使用數字人民幣消費。近38萬個數字人民幣子錢包被推送到京東App,累計訂單數目超過24萬筆。從去年12月11日數字人民幣試點接入京東以來,已有近150萬個數字人民幣子錢包被推送到京東App,近70萬用戶使用數字人民幣消費超180萬筆,累計消費金額近1.5億元。阿里在今次消費節表現未算突出,不過市場早有預期,並觀望即將公布的第三季業績表現,能否成股價的催化劑。
(筆者為證監會持牌人,沒持有上述股份)~
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