郭家耀: 美股向上纳指收复今年失地 港股料续横行
正荣金融业务部副总裁郭家耀称，美股周四(7日)造好，市场继续憧憬经济重启，利好大市气氛，科技股表现突出，纳指收复今年以来失地，三大指数均录得升幅收市。美元走势偏软，美国十年期债息回落至0.61厘水平，油价先升後回，金价则表现向好。港股预托证券个别发展，预料大市早段缺乏方向。
内地股市反覆偏软，沪综指收市下跌0.2%，沪深两市成交额略为缩减。港股高位反覆回落，外围走势向好，未有提振大市气氛，股份倾向个别发展，指数维持上落形态。投资者继续观望业绩消息及政策动向，预料大市将继续维持横行局面，指数续於23,500至24,200点水平徘徊。
另阿里巴巴(09988.HK)发布《阿里巴巴2020「五一」假期消费出行趋势报告》，5月1日至3日，生活电器、烹饪用具在淘宝天猫的成交同比大增196%和89%；家装主材、灯饰成交分别同比增长101%和53%，显示宅家生活下，居民愈来愈注重打造美好的居家环境。同时，线上办公学习趋势令淘宝天猫的手机销量同比增长70%、笔记本翻1倍、平板电脑翻2.5倍。阿里旗下搜索引擎夸克公布的数据显示，热门AI学习工具前五名分别为：拍照搜题、外语查询、拍照翻译、作文搜索、文档扫描。另外，防疫工作仍在持续。
5月1日至3日，天猫平台的口罩销量同比增长567%，消杀品类同比增长126%，最畅销的单品为：消毒湿巾、抗菌洗手液、免洗消毒液等。受到上海购物节的带动，天猫国际进口商品销售同比增长41%，其中数码家电增长381%，美妆增长42.5%；盒马销售额同比增长近四成，小龙虾成为最受欢迎的商品之一，活鲜小龙虾销售额同比增长近六成。从物流方面来看，菜鸟网络数据显示，5月1日至3日，物流订单量同比增加45%。
随着愈来愈多小店复工营业，夜经济逐渐恢复。支付宝的数据显示，五一期间夜经济已恢复90%。4月30日至5月1日，上海小店饿了麽订单量环比增长超四成，复工商户数环比增长超三成。整体消费力仍维持强劲，预料在更多刺激消费政策支持下，主要服装品牌、餐饮业及电商平台业务可望展现强劲反弹。
(笔者为证监会持牌人，没持有上述股份)~
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