郭家耀: 美股续扬纳指破顶 港股再升空间料有限
正荣金融业务部副总裁郭家耀称，美股周一(8日)继续向上，市场对经济重启表现乐观，大市延续强势，科技股表现突出，纳指再创历史新高水平，三大指数均录得显着升幅收市。美元走势偏软，油价高位回落，美国十年期债息略为下滑，金价温和向好。港股预托证券大致造好，预料大市早段跟随外围高开。
内地股市高开低走，沪综指收市上升0.2%，沪深两市成交额略为增加。
港股跟随外围继续向好，指数一度突破25,000点水平，其後高位有获利回吐，成交继续保持活跃。外围持续强势，有利带动大市气氛，近日资金有流入传统股份表现，新经济股则於高位出现获利回吐，预料短期趋势未有改变，指数进一步上升空间或不多，短线维持於24,200 至25,200点水平上落。
另内地多个电商平台推出全民「618」购物节，天猫首次大规模启用3D购物新科技，不出门也能用手机3D实景逛街。京东(09618.HK)宣布结盟快手、抖音、B站等平台，举办超过30万重点场次直播。拼多多、苏宁也积极推出消费券，希望刺激消费者消费。根据三大电商最新季度财报，虽然营收年增率都有成长，但与上一季相比，阿里(09988.HK)营收下跌7.5%、京东下跌14.3%、拼多多更跌39.4%。天猫预计发放补贴和消费券约100亿元人民币(下同)，京东则推出超级百亿补贴、千亿优惠和百亿消费券，期望在今次购物节扭转乾坤。
在商品种类和数量上，天猫今年有十万个商家参加购物节，商品规模达到人民币千万级。参加大促销的商家数量相较往年翻了一倍，规模等同双11水准。京东则表示今年618将携手数十万品牌、商家，售出超过2亿件新品五折促销。同时，苏宁易购表示将启动J-10%省钱计划，针对家电、手机、电脑、超市等品类，较京东百亿补贴商品到手价至少低10%。
根据统计，6月1日淘宝直播一天的成交支付金额超过51亿元人民币，京东618成交额同比增长74%，苏宁拼购订单量12小时同比增长268%。天猫数据显示，美容彩妆、大家电、笔记本电脑、电动车等数十个行业的成交额全部同比翻倍。其中，美妆消费热情高涨，5G产品亦成为热销产品。618购物节反应热烈，显示内地消费力保持强劲，电商平台广受欢迎，前景继续乐观。
(笔者为证监会持牌人，没持有上述股份)~
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