郭家耀: 憂外圍局勢港股料續波動 美團(03690.HK)降費屬暫時性
安里資產管理董事總經理郭家耀稱,美股上周五(4日)繼續下滑,美國上月非農業新增職位數據遠勝預期,未有帶動市場氣氛。投資者憂慮烏克蘭局勢惡化,影響全球經濟表現,道指早段一度跌幅超過500點,科技股跌勢更為顯著,三大指數收市跌幅稍為收窄。避險情緒高漲,美元繼續上升,美國十年期債息回落至1.73厘水平,金價表現向好,油價亦大幅走高。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市上周五下跌,滬綜指低開低走,收市下跌0.9%,滬深兩市成交額破萬億元水平。
港股表現乏力,指數下試近兩年低位,大市成交顯著急增。投資者憂慮外圍局勢,新經濟股飽受沽壓,拖低大市表現,指數失守22,000點水平。短期大市氣氛仍未平穩,指數將繼續大幅波動,下方支持在21,000點附近,上方阻力在22,500點水平。
另美團(03690.HK)宣布推出六項幫扶舉措,從降本和增收兩方面提供幫助,與受疫情衝擊、經營陷入困境的中小商戶共渡難關。對疫情中高風險地區及所屬區縣的困難中小商戶,日均實收交易額下降超過30%,美團外賣給予技術服務費(佣金)減半,且減半後每單1元封頂。舉措有效時間為當地被列為中高風險地區之日起至解除封控後1個月,幫助商戶減輕負擔。針對完成費率透明化的困難商戶,美團外賣將結合經營狀況和困難程度進行評估,實行技術服務費(佣金)5%封頂,優惠時間從今年3月起持續至12月底,預計超過100萬商戶受益。
對以外賣經營為主、特別困難的商戶,美團外賣還將進行定點幫扶。目前費率透明化已覆蓋全國70%商戶,2022年力爭實現費率透明化全國覆蓋。針對目前費率透明化仍在推進過程中的困難中小商戶,會根據商戶的經營情況和困難程度,給予針對性的補貼優惠。2021年美團外賣推出「外賣管家服務」,2022年將擴大外賣管家服務範圍,持續投入專項補貼,面向困難中小商戶免費提供10萬個「外賣管家服務」名額,說明商戶快速提升線上運營能力,開好外賣店,增加收入。
美團表示,將向疫情中高風險地區新上線中小商戶免費提供外賣雲印表機,並面向全國經營困難的中小商戶贈送3萬台出餐寶,幫商戶帶來更多訂單,提升經營效率。另外,今年將重點加強面向中小商戶的溝通服務體系建設,全年召開100場以上商戶懇談會,及時聽取商戶意見、解決問題,不斷提升服務水平。美團的降費措施屬暫時性,有助消除市場憂慮,利好股價反彈。
(筆者為證監會持牌人,沒持有上述股份)~
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