郭家耀: 大市短期难望太大改善 续於25,000点至26,000点水平徘徊
正荣金融业务部副总裁郭家耀称,美股周一(2日)假期休市,中美双方据报仍未定下九月份会面日期,市场再起忧虑,道指期货一度下跌超过200点,港股夜期亦录得跌幅,预料大市早段跟随低开。内地股市表现向好,国务院明确加大宏观政策力度,沪综指高开高走,收市上升1.3%,重上2,900点水平,沪深两市成交额亦放大至5,532亿元人民币。
港股走势持续疲弱,中美双方落实加徵关税,不利市场气氛,大市成交显着减少。短期难望市况有太大改善,预料指数继续於25,000点至26,000点水平徘徊。
毕马威早前发表《金融科技脉搏》报告,表示中国金融科技今年上半年投资气氛缓和。报告指出内地在金融科技相关的投资金额及融资方面都出现明显下跌。上半年中国金融科技企业,包括风险投资、私募基金及并购交易的融资总额,由去年同期的163亿美元,大幅下跌至25亿美元,交易量亦由77宗大减至32宗。上半年的金融科技投资活动相对淡静,或因中国支付行业在过去两年已发展成熟。
金融科技业仍有多个范畴欠成熟,包括小额融资和消费金融。但在科技层面上,中国的人工智能、云端服务方案、大数据和区块链技术,对投资者仍具吸引力,特别是区块链技术和小额融资,均吸引不少投资者关注。而受到中央政府重视的金融监管科技版块,将持续录得投资增长,预料中国的金融科技投资,特别是中小企活跃度将有所回升。金融科技的先行者继续享有估值及业务规模优势,前景值得乐观。
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