郭家耀: 港股急升後或整固 京東(09618.HK)夥Shopify拓跨境電商惹憧憬
安里資產管理董事總經理郭家耀稱,美股周四(20日)先升後急挫,投資者繼續憂慮聯儲局加快收水步伐,加上美國國會推進反壟斷議案,影響科技股表現,三大指數均以全日低位收市。美元走勢向好,美國十年期債息回落至1.81厘水平,油價高位有回吐,金價反覆偏軟。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市個別發展,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額保持活躍。
港股昨日顯著反彈,人行下調LPR利率,加上市場憧憬內房行業將有更多寬鬆措施,刺激一眾藍籌股造好,新經濟股表現最為突出,帶動指數升破100天線水平,成交亦顯著增加。外圍股市繼續波動,大市急升後或有整固,預料指數在25,000點水平有較大阻力,下方支持在24,000點附近。
另京東集團(09618.HK)宣布與全球頂尖互聯網基礎設施的領先提供商Shopify達成戰略合作,成為Shopify首個中國戰略合作夥伴。雙方將發揮各自在供應鏈基礎設施和數字技術的優勢和能力,共同為中國和海外商家打造更加便捷、可靠的跨境電商新通道。據悉,借助此次合作,京東將為Shopify上的國際商家和新興品牌開闢跨境電商入駐綠色通道,為中國消費者提供更加豐富的全球好物,足不出戶即可購遍全球。京東還將助力中國商家一站式出海,通過Shopify建立面向全球市場的Direct-to-consumer獨立站,並打造京東一站式選品平台,為Shopify全球商戶開放基於京東供應鍊網絡的優質商品池。透過合作可望進一步豐富京東的貨架,提升消費者體驗,吸引更多流量及交易金額,有利京東業績表現。
(筆者為證監會持牌人,沒持有上述股份)~
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