【特约大V】郭家耀:资金继续寻找主题板块炒作 料指数维持横行上落格局

金吾财讯
Jul 10, 2025

金吾财讯 | 美股周三表现向好,科技股表现向上,带动大市造好,三大指数均录得升幅收市。美元反复向下,美国十年期债息回落至4.33厘水平,金价表现向上,油价则反复偏软。港股预托证券个别发展,预料大市早段缺乏方向。内地股市昨日先升后回,沪综指早段造好,高见3,500点水平,其后反复回落,并倒跌收市,整体成交继续活跃。港股表现回落,内地PPI数据跌幅扩大,加上关税措施未明朗,拖累大市失守24,000点水平,整体成交保持活跃。外围表现向好,港股受惠情况不多,资金继续寻找主题板块炒作,预料指数维持横行上落格局,继续于23,500至24,500点水平徘徊。行业消息阿里巴巴(09988)旗下淘宝闪购日前宣布斥资500亿元人民币,在12个月内补贴用户和商家。阿里于6月下旬更把外卖平台饿了么、旅游预订平台飞猪并入中国电商事业群,市场分析指此举表明相关业务的重要性已提升至战略高度,故阿里很可能会继续投资外卖业务。淘宝闪购及美团(3690)日前大量发放“满18减18”、“满25减21”等优惠券,部分外卖享受“零元购”,吸引用户蜂拥至平台下单,令两大平台单日订单量齐创新高,美团小范围地区用户一度出现服务异常。竞争激烈引发市场忧虑,市场估算主流外卖平台上季已合计烧钱超过40亿美元,由于相关平台聚焦打造中国的超级购物应用,投资预料持续至第三季,势必影响市场对外卖行业的盈利预测,不利股份短期走势表现。(笔者为证监会持牌人仕,本人及相关人士没持有上述股份)

作者:港湾家族办公室业务发展总监 郭家耀

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