植耀辉: 港股急弹逼近28,000点 阿里(09988.HK)质佳可逢低吸纳
耀才证券研究部总监植耀辉称,昨日(12日)港股连续第二个交易日反弹,并曾逼近27,900点水平。大市能有如此反弹,主要是投资者憧憬疫情有望受控,当中部分早前受疫情影响较大之板块如濠赌股便出现强劲反弹。当然,疫情是否受控仍言之尚早,单凭新增确诊数字亦未必能准确判断;故港股後市波动仍难免。预期港股於28,000点会遇上较大阻力。
另外,阿里巴巴(09988.HK)将於今日(13日)港股收市後公布第三季度业绩,预期仍会有不俗表现。其股价於周二(11日)一度出现震荡,受到有消息指暂不被纳入港股通影响。由於阿里巴巴上於本地上市时间仍较短,加上第二上市因素,故短期内未能成事亦属情理之中,不过以其规模以及作为吸引中概念第二上市之憧憬,同时在电子商贸及云服务上拥有绝对优势下,预期股价未来仍会有机会造好,可继续采取逢低吸纳策略,200至205元水平可作考虑。
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