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郭家耀: 觀望外圍局勢兩會消息 港股料22,500至23,500上落
安里資產管理董事總經理郭家耀稱,美股周一(28日)個別發展,大市繼續受到俄烏局勢影響,指數早段一度急挫,其後雙方談判展開,市場期望獲得進展,窄跌幅大為收窄,三大指數收市升跌不一。美元持續強勢,美國十年期債息受避險需求支持而下跌,油價走勢偏強,金價表現亦向好。港股預託證券個別發展,預料大市早段缺乏方向。 內地股市上升,滬綜指低開高走,收市上升0.3%,滬深兩市成交額有所縮減。 港股走勢持續反覆,外圍局勢未明朗,影響投資氣氛,指數一度低見22,400點水平,其後略為反彈,大市成交有所增加。市況表現波動,投資者觀望外圍局勢發展及兩會消息,加上藍籌股陸續公布業績,預料指數短期續於22,500至23,500點水平上落。 另內地傳媒報道,快手(01024.HK)已定下在年底實現內地業務盈虧平衡的目標,並將其最大收入來源廣告業務收入目標區間,定在580億至590億元人民幣之間。為達成上述目標,快手制定多項措施以提高廣告收入,一是計劃提高廣告加載率,在現在基礎上至少增加1個百分點,二是提高廣告推薦精準度,減少廣告主流失,三是重點開發此前滲透率較低的行業。 另外,快手電商表示,因第三方電商平台與快手合作協議變更,自2022年3月起,阿里(09988.HK)旗下淘寶聯盟商品鏈接將無法在快手直播間購物車、短視頻購物車、商詳頁等發布商品及服務鏈接。京東(09618.HK)聯盟商品鏈接將無法在快手直播間購物車發布商品及服務鏈接,可在短視頻購物車、商詳頁等發布商品及服務鏈接。快手電商表示,為保障消費者體驗,建議商家提前做好結算和售後訂單處理,儘早通過快手小店做好商品承接。快手提升活躍用戶及變現能力,有望實現收支平衡,有助提升估值水平。 (筆者為證監會持牌人,沒持有上述股份)~
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