郭家耀: 港股交投淡短期料拉锯 腾讯(00700.HK)小程序加快商业化利好
正荣金融业务部副总裁郭家耀称,美股周一(14日)表现向好,科技企业并购消息,加上市场炒作疫苗研发取得进展,带动大市向上,三大指数均录得升幅收市。美元表现偏软,金价走势向上,油价则受需求下滑影响而下跌,美国十年期债息维持於0.66厘水平。港股预托证券个别发展,预料大市早段缺乏方向。内地股市向好,沪综指高开高走,收市上升0.5%,沪深两市成交额略为增加。
港股表现回稳,科网龙头股带动下,大市一度重上100天线水平,但传统类股份表现仍然受压,拖累指数升幅收窄,大市成交保持清淡。市场观望气氛仍然较为浓厚,大市继续维持上落格局,指数续於24,000至25,000点水平徘徊。
另腾讯(00700.HK)举行全球数字生态大会,据旗下微信团队在会上披露,截至今年8月底,小程序商品交易GMV按年增长115%,品牌商家自营GMV按年增长210%,增长最快的行业为日用护理品、奢侈品、购物中心和百货。
根据官方公布数据,小程序目前日活跃用户数已突破4亿,小程序数量超过100万个,覆盖逾200细分行业,微信第三方服务商数量超过4万家。此外,腾讯高级执行副总裁、云与智慧产业事业群总裁汤道生宣布,将投入100亿元人民币,打造100个中小企业专属SaaS产品及方案,与100家合作夥伴,打造100种数码化培训课程,帮助中小企数码化转型升级。中小企在升级转型中,经常面对产品、技术、人才等多方面的问题。
在产业数码化升级过程中,效率、安全、生态是三大关键。效率是企业经营的关键,产业互联网的目的在於降本增效。安全是产业数码化的底座,把安全措施带到数据流程通的每个环节,而生态共建是产业发展的唯一选择。微信小程序商业化进一步加快,有助提升业务估值,加上游戏业务表现持续强劲,预料腾讯股价可再度破顶。
(笔者为证监会持牌人,没持有上述股份)~
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