郭家耀: 忧疫情反弹美股急挫 港股料下试23,800
正荣金融业务部副总裁郭家耀称,美股周四(11日)急挫,联储局对经济前景审慎,加上美国多个州份确诊人数显着回升,市场忧虑疫情出现第二波反弹,美股三大指数跌势转急,并以接近全日低位收市。避险情绪升温,美元走势转强,美国十年期债息回落至0.65厘水平,油价显着下滑,金价亦轻微偏软。港股预托证券全线向下,预料大市早段跟随外围大幅低开。
内地股市反覆低收,沪综指先升後跌,收市下跌0.8%,沪深两市成交额增加至7,210亿元人民币。
港股走势转弱,指数失守25,000点水平,其後跌势进一步转急,成交亦显着增加。疫情因素再度成为市场焦点,加上早前大市录得较大升幅,预料指数将进一步调整,下试23,800点支持,25,000点水平成为短期阻力。
另2020年阿里云线上峰会举行,展示阿里云三大方向,做深基础,从飞天云操作系统向下延伸定义硬件;做厚中台,将钉钉这样的新型操作系统与阿里云进行深度融合,实现云钉一体;做强生态,基於云和新型操作系统,构建一个繁荣的应用服务生态。阿里云早前宣布未来三年再投2,000亿元人民币,用於云操作系统、服务器、芯片、网络等重大核心技术研发攻坚和面向未来的数据中心建设。随着云计算服务逐渐扩张,软硬一体化的能力越来越受重视。阿里云在软件层面已经达到世界顶尖水平,飞天是中国唯一自研云操作系统,今年将持续加大在芯片、服务器、交换机、网络等领域的自研力度。
芯片、服务器、交换机、网络等是传统IT的范畴,云计算的快速发展需要适用於新时代的硬件,这也是大型云厂商开始向下做硬件的动机之一。疫情之後企业数字化转型的再提速,疫情让政府、企业都认识到数字化的迫切性,原本需要3到5年的数字化进程,将在未来1年之内加速完成。由此可见,阿里云未来发展机遇处处,前途未可限量。
(笔者为证监会持牌人,没持有上述股份)~
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