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郭家耀: 藍籌業績主導大市 港股短期料28,500至29,500上落
阿思達克 03-22 09:38
正榮金融業務部副總裁郭家耀稱,美股上周五(19日)個別發展,債息持續向上不利大市表現。聯儲局決定收緊早前對銀行放寬資本金措施,消息不利金融股走勢,拖累道指及標普500指數收市下跌,科技股低位有反彈,納指逆市造好。美元走勢向上,美國十年期債息高見1.74厘水平,金價溫和向好,油價亦由低位反彈。港股預託證券大致向好,預料大市早段跟隨高開。

內地股市下跌,滬綜指上周五低開低走,收市下跌1.7%,險守3,400點水平,滬深兩市成交額繼續清淡。

港股受外圍債息上升影響,上周五低開後一度急跌超過600點,尾市跌幅稍為收窄,大市成交略為增加。外圍走勢持續反覆,投資者繼續關注債息表現,藍籌股今周陸續公布業績,將主導大市走勢。預料短期指數繼續於28,500至29,500點水平上落。

另外電報道阿里巴巴(09988.HK)計劃在騰訊(00700.HK)旗下微信平台提供淘寶特價版小程序,作為因應反壟斷監管機構要求作出讓步,消息指阿里已邀請部分商戶加入。騰訊將須批准淘寶特價版小程序於微信平台下應用,阿里有關計劃才能落實。目前全球逾10億戶使用微信,微信已由通訊程式演變成集消費及支付功能的平台。反壟斷監管促成平台不可強迫二選一,開放平台後有利阿里推廣電商業務,某程度上顯示監管也可帶來好處,不妨觀察往後數據,看看對阿里在下沉市場能否帶來突破。

(筆者為證監會持牌人,沒持有上述股份)~

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