耀才团队: 阿里(09988.HK)上市 料後市表现良好
耀才证券研究部团队称,隔晚(25日)美股三大指数均创收市新高,并接近全日高位收市。目前市场普遍仍相信中美可以达成首阶段协议,珠宝商Tiffany获最球最大奢侈品法国集团LVMH提出收购,企业并购消息亦利好市场气氛。港股ADR个别发展,预料恒指於短期内仍将会在27000点水平拉锯。今日(26日)市场焦点将在今年全球最大规模IPO的阿里巴巴(09988.HK)在港上市,近来美国科网股表现强势,中概股走势大致靠稳,阿里巴巴(BABA)隔晚收报190.45美元,以一股ADS相对八股普通股计,合理价值约186港元水平左近,加上预料不少大型机构投资者对此股份深感兴趣,预料上市後该有不俗的成交表现。
从技术上看,恒指昨日於27,000点关口得而复失,但目前指数仍处於8月15日低位24,899点开始反弹而成立的一道上升通道之内。如前文所述,只要恒指能於後市稳守通道底部之上(暂在26,100点水平左近),投资者目前仍不宜过分悲观。短线较关键的阻力位相信会在250天线(即27,450点水平)。
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