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郭家耀: 美股急跌後回穩 港股料試24,000阻力 騰訊(00700.HK)微信小程序惹憧憬
阿思達克 01-11 09:38
安里資產管理董事總經理郭家耀稱,美股周一(10日)急跌後回穩,市場預計聯儲局加快加息步伐,刺激美國債息一度急升,不利股市表現,道指曾急瀉接近600點。市況在尾市大為喘定,道指及標普500指數跌幅顯著收窄,納指更倒升收市。美元走勢向好,美國十年期債息先升後回,金價反覆回升,油價表現受壓。港股預託證券個別發展,預料大市早段缺乏方向。 內地股市先跌後回升,滬綜指低開高走,收市上升0.4%,滬深兩市成交額略為縮減。 港股走勢持續回暖,早段好淡爭持,指數企穩23,000點水平,其後在新經濟股、內房股及金融股帶動下表現向上,並以接近全日高位收市,大市成交維持清淡。市場氣氛改善,投資者觀望政策消息,並關注聯儲局主席即將出席聽證會的言論,有助扭轉早前大市頹勢,指數有望上試24,000點阻力,下方支持在23,000點水平。 另騰訊(00700.HK)旗下微信支付日前舉行「2022年微信公開課」提到,去年微信小程序日活躍用戶數(DAU)已經超過4.5億,日均使用次數按年增長32%,活躍小程序增長41%。2021年小程序開發者突破300萬,並且開發者獲得了穩定收入。相較2020年,小程序的變現規模增長超過90%,微信為開發者支付的廣告分成接近百億。在小程序裏,年輕群體最愛使用生活服務、效率辦公、電商購物等,青年群體最愛用公共服務、共享出行、物流快遞等,中老年群體最愛視頻娛樂、公共服務、超市團購。微信小程序進一步深化服務範圍,加上用戶粘度,提升變現能力,有望成為未來業績增長點。 (筆者為證監會持牌人,沒持有上述股份)~
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