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郭家耀: 预料港股维持反覆上落形态
阿思达克 06-17 09:35
正荣金融业务部副总裁郭家耀称,美股周二大幅向好,美国五月份零售销售表现远超预期,加上有报道指华府准备大规模基建方案,刺激大市早段急升,其後联储局主席鲍威尔表示经济前景不明朗,令大市升幅一度大为收窄,尾市走势再度转强,三大指数均录得显着升幅收市。美元走势向好,美国十年期债息回升至0.74厘水平,油价及金价走势亦向上。港股预托证券个别发展,预料大市早段缺乏方向。内地股市高开高走,沪综指收市上升1.4%,重上2,900点水平。宏观经济数据未如理想,市场憧憬提振经济政策陆续出台,带动大市向好,沪深两市成交量继续保持活跃。港股表现再度转强,指数重上多条移动平均线水平,大市成交保持活跃。新经济股继续受到市场追捧,成为大市上升火车头,外围表现向好,暂未有受肺炎疫情及地缘政局紧张消息影响,预料指数维持反覆上落形态,在23,800至24,500点水平徘徊。

行业消息

国际研究机构Gartner早前发布全球云计算市场最新数据,2019年全球云计算市场亚马逊、微软、阿里云、谷歌排名前四。阿里云全球市场份额从7.7%上涨至9.1%,进一步拉开与谷歌的差距。亚太市场方面,阿里云排名第一,市场份额从26%上涨至28%,接近亚马逊和微软的总和。数据显示,2019年全球云计算IaaS市场持续快速增长,同比增长37.3%,总体市场规模达445亿美元。相比全球,亚太市场增长更快,云计算市场规模同比增长达50%。在亚太市场上,阿里云排名第一,市场份额进一步上涨,从2018年的26%上升至28.2%,接近亚马逊和微软总和。同期,亚马逊份额从去年18%下降至17%。阿里及腾讯积极增加基建投资,数据中心前景继续看俏。

(笔者为证监会持牌人仕,没持有上述股份)~

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