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植耀辉: 中美签署协议美股扬 阿里续候低分段吸纳
阿思达克 01-16 11:46

耀才证券研究部总监植耀辉称,美股隔晚(15日)继续有好表现,中美签署首阶段贸易协议,利好美股投资气氛,道指上升90点或0.31%,收报29,030点,标普500指数亦升0.2%,收报3,289点,纳指微升7点,收报9,258点。

至於首阶段协议之具体内容,中国同意在未来两年内向美方购买价值至少2,000亿美元商品,商品将包括工业品、农业及能源多个方面。美国总统特朗普表示,2,000亿美元美国商品及服务,包括制造业设备750亿美元,农产品500亿美元,能源500亿美元,服务产品400亿至500亿美元;与此同时,他亦表示中方承诺会加强保障知识产权,以及不会大幅贬值货币。

不过,美国仍保留对2,500亿美元中国货徵收两成半关税。特朗普指他同意当两国谈判达成第二阶段经贸协议时,美国将撤销余下关税。

港股昨日则表现反覆,虽然中美首阶段贸易协议签署在即,但市场传出多个不同内容之版本,令恒指维持拉锯格局,另外再有部分股份宣布股东减持消息,亦对气氛有一定负面影响。最终恒指收市下跌111点,收报28,773点,成交量亦再次突破1,000亿元。虽然达成首阶段协议,不过由於相关消息已被市场消化,加上港股29,000点阻力不轻,相信短期内将继续於现水平拉锯。

个股方面,阿里巴巴(09988.HK)受Altaba(前身为雅虎)减持消息,股价昨日有所回调。据Altaba披露,预计将於未来数个交易日悉售其所持有之阿里巴巴ADS股份。不过其实去年4月Altaba已对外宣布,计画通过公开市场或二级市场的方式转让或出售股份,故相关影响已是预期之内,何况今次减持之股份数量为500万股ADS,对阿里实际影响不大,故维持对其乐观看法不变,如调整至210元以下,可考虑分注吸纳并作中长线持有。

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