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郭家耀: 憧憬支持政策內房炒高 科網開放平台屬正面
安里資產管理董事總經理郭家耀稱,美股周三(19日)繼續急挫,市場憂慮通脹引發加息預期升溫,美國十年期債息一度突破1.9厘高位,拖累大市表現向下,三大指數均錄得跌幅收市。美元走勢回落,美國十年期債息先升後回,金價走勢向好,油價持續上升。港股預託證券變動不大,預料大市早段缺乏方向。 內地股市下跌,滬綜指高開低走,收市下跌0.3%,滬深兩市成交額有所縮減。 港股繼續好淡爭持,指數在24,000點水平上落,金融股表現支撐大市,內房股亦受政策傳聞消息刺激而造好。整體大市氣氛保持平穩,未有受外圍調整影響,預料指數繼續於23,800至24,500點水平上落。 另百度(09888.HK)、美團(03690.HK)、小紅書、順豐、攜程(09961.HK)、知乎、同程、貓眼、58同城等十餘家企業宣布開啟互聯互通深度合作,將以春節為起點,在流量、技術、服務生態三大層面展開互聯互通合作。據了解,上述十餘家企業已在百度App內上線智能小程序,百度將在今年的「好運中國年」活動期間開放百億流量給互聯互通合作夥伴,共同為用戶打造一站式春節服務。十餘家互聯網企業互聯互通可以有效提升用戶體驗,用戶在百度App內使用相應智能小程序可直接完成預訂酒店、購買火車票、電影票等高頻服務,不再需要在不同App之間跳轉。開放平台吸引流量,有助帶動交易量,對相關平台屬正面影響。 (筆者為證監會持牌人,沒持有上述股份)~
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