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郭家耀: 科網弱港股短期料走個別 內地雲計算市場前景樂觀
正榮金融業務部副總裁郭家耀稱,美股周一(2日)個別發展,市場憧憬企業業績理想,大市早段反覆上升,其後高位有獲利回吐,道指及標普500指數倒跌收市,科技股表現靠穩,納指逆市向上。美元表現偏軟,美國十年期債息回落至1.17厘水平,金價走勢向下,油價在需求前景憂慮下急跌。港股預託證券個別發展,預料大市早段缺乏方向。 內地股市造好,滬綜指低開高走,收市上升1.9%,滬深兩市成交額進一步增加至1.5萬億元水平。 港股反覆向上,指數昨日早段一度下挫超過200點,其後低位反彈,成交回落至較正常水平。市場氣氛略為改善,資金回流至政策支持股份,科網股則維持弱勢。預料短期大市傾向個別發展,指數將在25,500至26,500點水平上落。 另國際研究機構IDC日前公布2021年第一季中國公有雲市場數據,IaaS加PaaS市場規模達46.3億美元。IDC數據顯示,2021年第一季中國公有雲市場格局保持穩定,前五名市佔率達77%。從排名看,阿里雲市佔率40%,位居第一,騰訊雲及華為雲市佔率均為11%,並列第二。中國電信(00728.HK)的天翼雲以8%的市佔率排名第四。亞馬遜雲科技AWS則排名第五,市佔率7%。 IDC表示,與2020年全年數據報告相比,各品牌市佔率變化不大,阿里雲佔比減少0.6個百分點,天翼雲減少0.7個百分點,AWS增加1個百分點。IDC於4月發表的「全球及中國公有雲服務市場(2020年)跟蹤」報告分析,中國公有雲市場在產品創新、業務模式、行業縱深拓展方面均有不錯表現。加上受疫情趨動,2020年中國公有雲服務整體市場規模增長49.7%,達193.8億美元,增速全球最快。全球公有雲市場增速則為24.1%,與中國市場增速差距明顯。IDC預計,到2024年,中國公有雲服務市場的全球佔比將從2020年的6.5%提升至10.5%以上。內地雲計算市場前景樂觀,看好相關公司後市表現。 (筆者為證監會持牌人,沒持有上述股份)~
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