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郭家耀: 阿里及騰訊積極增加基建投資 前景繼續看俏
阿思達克 06-17 09:35
正榮金融業務部副總裁郭家耀稱,美股週二大幅向好,美國五月份零售銷售表現遠超預期,加上有報道指華府準備大規模基建方案,刺激大市早段急升,其後聯儲局主席鮑威爾表示經濟前景不明朗,令大市升幅一度大為收窄,尾市走勢再度轉強,三大指數均錄得顯著升幅收市。美元走勢向好,美國十年期債息回升至0.74厘水平,油價及金價走勢亦向上。港股預託證券個別發展,預料大市早段缺乏方向。內地股市高開高走,滬綜指收市上升1.4%,重上2,900點水平。宏觀經濟數據未如理想,市場憧憬提振經濟政策陸續出台,帶動大市向好,滬深兩市成交量繼續保持活躍。港股表現再度轉強,指數重上多條移動平均線水平,大市成交保持活躍。新經濟股繼續受到市場追捧,成為大市上升火車頭,外圍表現向好,暫未有受肺炎疫情及地緣政局緊張消息影響,預料指數維持反覆上落形態,在23,800至24,500點水平徘徊。

行業消息

國際研究機構Gartner早前發布全球雲計算市場最新數據,2019年全球雲計算市場亞馬遜、微軟、阿里雲、谷歌排名前四。阿里雲全球市場份額從7.7%上漲至9.1%,進一步拉開與谷歌的差距。亞太市場方面,阿里雲排名第一,市場份額從26%上漲至28%,接近亞馬遜和微軟的總和。數據顯示,2019年全球雲計算IaaS市場持續快速增長,同比增長37.3%,總體市場規模達445億美元。相比全球,亞太市場增長更快,雲計算市場規模同比增長達50%。在亞太市場上,阿里雲排名第一,市場份額進一步上漲,從2018年的26%上升至28.2%,接近亞馬遜和微軟總和。同期,亞馬遜份額從去年18%下降至17%。阿里及騰訊積極增加基建投資,數據中心前景繼續看俏。

(筆者為證監會持牌人仕,沒持有上述股份)~

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