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郭家耀: 港股急彈惟交投不配合 微盟(02013.HK)捱沽市場或過敏
阿思達克 07-23 09:39
正榮金融業務部副總裁郭家耀稱,美股週四(22日)繼續向好,大市早段一度出現回吐,其後由跌轉升,科技股表現較爲理想,三大指數均錄得升幅收市。美元反覆向好,美國十年期債息回落至1.27釐水平,油價先升後回,金價溫和向好。港股預託證券個別發展,預料大市早段缺乏方向。內地股市走勢向上,滬綜指低開高走,收市上升0.3%,滬深兩市成交額進一步增加。

港股昨日扭轉近期劣勢,跟隨外圍顯着反彈,指數重上多條移動平均線水平,但成交併不配合,顯示投資者對後市態度仍然謹慎。市場繼續觀望監管消息及中期業績表現,預料指數維持於27,000至28,000點水平上落。

另微盟(02013.HK)股價近日持續下跌,市場憂慮若微信對淘寶及天貓開放,對微盟所受潛在影響很大。如微信上分享淘寶及天貓鏈接越來越方便,鼓勵商戶在微信上分配更多資源推廣他們的淘寶及天貓店面。小型商戶可能會採用更簡單的共享鏈接解決方案,損害微商城的需求。當然,大中型商戶在私域建立規模可觀的客戶羣,並通過各種促銷活動與客戶積極接洽。因此,未必會僅僅爲節省一兩萬元的年訂閱費而停止對私域的投資。因爲私域不僅能提供客戶關係和相關數據資產方面的自主權,而且還能節省相當可觀的渠道成本。總括而言,今次影響仍有待觀察,不過股價急跌幅度看來有點反應過敏。

(筆者爲證監會持牌人,沒持有上述股份)~

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