郭家耀: 港股短期料難突破 騰訊雲料成騰訊(00700.HK)增長動力
正榮金融業務部副總裁郭家耀稱,美股周四(28日)先升後回軟,投資者繼續關注中美關係轉趨緊張,大市在收市前由升轉跌。美元走勢偏軟,美國十年期債息回升至0.71厘水平,金價及油價表現向好。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。
內地股市走勢靠穩,滬綜指低開高走,收市上升0.3%,滬深兩市成交額維持相若水平。
港股表現持續反覆,大市繼續好淡爭持,成交則明顯增加。投資者繼續關注中美關係對市況影響,市場氣氛保持謹慎,預料大市短期仍難突破,指數維持於22,500至23,500點水平上落。
另騰訊雲與智慧產業事業群總裁湯道生日前宣布,騰訊(00700.HK)未來五年將投入5,000億元人民幣用於新基建的進一步布局,雲計算、人工智能、區塊鏈等將是騰訊重點投入領域。具體投入方面,騰訊將陸續在全國新建多個百萬級服務器規模的大型數據中心。此外,騰訊還將結合產業技術創新需要,重點投入雲啟產業基地、工業互聯網基地、創新中心、產業園區等方面的建設。
此外,騰訊將調動內部頂級科研專家和實驗室資源,並將與國內外頂尖高校合作,搭建科研平台,加強產業研究和人才培養,投入重大科技攻關,參與製定行業標準。騰訊雲積極進行布局,與不同行業的產業鏈連接,加速各行業數字化趨勢,帶動騰訊相關收入持續強勁增長。
(筆者為證監會持牌人,沒持有上述股份)~
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