郭家耀:憧憬科企前景港股料上試23,000阻力 京東(09618.HK)進軍外賣市場存不明朗
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(14日)個別發展,市場觀望對等關稅政策措施落實,大市高開後走勢反覆,三大指數升跌不一。美元走勢回落,美國十年期債息回落至4.47釐水平,金價高位明顯調整,油價表現亦受壓。港股預託證券大致靠穩,預料大市早段未有方向。
內地股市上週五上升,滬綜指低開高走,收市上升0.4%,滬深兩市成交額略爲縮減。
港股表現持續強勁,市傳國家主席習近平將與多位科技企業領袖召開座談會,投資者憧憬科企未來發展,指數高開後持續向上,並以全日高位收市,大市成交亦達3,600億水平。投資者繼續熱炒AI概念股份,科技股升幅顯着,市場資金充裕,投資者情緒樂觀,指數有望上試23,000點阻力,下方支持在22,000點附近。
另京東外賣日前正式啓動,推出「品質堂食餐飲商家」招募,今年5月1日前入駐的商家,全年免傭金。京東-SW(09618.HK)表示,爲更好地滿足消費者對「食品安全與品質外賣」的追求,招募只限「品質堂食餐廳」。京東外賣將爲入駐商家提供全方位支持,助商家獲益,共同推動外賣行業健康可持續發展。據悉,京東外賣配送服務費由配送距離、訂單價格、時段及天氣等因素綜合決定。內地目前是全球第一大外賣市場,網上外賣用戶規模已達5.45億人,2023年中國餐飲外賣市場規模約1.2萬億元人民幣,佔餐飲收入的比重達到22.6%。互聯網巨頭也先後入局外賣市場,不過未能打破美團和餓了麼兩大玩家的市場格局,京東今次入局,不明朗因素仍多,而且需要較大資本投入,短線難對股價帶來太大刺激。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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