植耀辉: 美股三大指数再创新高 今日焦点阿里(09988.HK)登场
耀才证券研究部总监植耀辉称,美股隔晚(25日)受并购消息以及继续憧憬中美贸易消息而造好,三大指数再创历史新高,当中道指收报28,066点,上升190点或0.68%,标普500指数及纳指则分别上升0.75%及1.32%,收报3,133点及8,632点。
港股昨日急升近400点,最多曾一度升至27,114点水平。上升原因不外乎是与本地局势进一步纾缓,以及中美贸易谈判又再有乐观憧憬有关。不过,贸易战能否达成初步协议,现时仍只闻数梯响,至於本地形势依然充满变数,何况27,000点附近阻力不轻,笔者对後市能否再作突破有所保留,预期大市将继续於26,300至27,200点上落。
今日焦点必然是阿里巴巴(09988.HK)上市,隔晚美股表现理想,而阿里巴巴收报190.45美元,以一股ADS相当於8股普通股计算,其合理价值相当於185.69港元,较招股价176元高出近5.5%,加上预期会有不少亚太地区基金吸纳,相信亦有助其今日股价行情。
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