郭家耀: 港股跟随A股回落 阿里(09988.HK)短期排除港股通外
正荣金融业务部副总裁郭家耀称,美股周四(13日)回落,市场再度忧虑肺炎疫情影响经济表现,拖累三大指数均录得跌幅收市。美元持续强势,美国十年期债息回落至1.61厘水平,油价及金价走势向好。港股预托证券大致偏软,预料大市早段跟随外为低开。内地股市回软,肺炎新增个案急升,不利市场气氛,沪综指收市下跌0.7%,险守2,900点水平,沪深两市成交额亦略为增加。
港股跟随内地股市回落,指数暂於28,000点遇到阻力。短期未有新利好消息刺激下,预料市况继续整固,指数於27,200至28,000点水平徘徊。
外媒报道指出,内地投资者短期将不能透过港股通买卖阿里巴巴(09988.HK)的股份。消息指,把第二上市及同股不同权股份排除於股市互联互通安排,为沪港通及深港通安排的一部分,三地交易所亦未就因应阿里巴巴情况作出改动而达成共识。消息指,港交所已向中证监提出改动有关安排,但中证监尚未作出决定。
这意味阿里短期仍会被排除在港股通之外,对阿里股价会带来一定影响,但长期投资价值仍在,不妨趁股价弱势时逐步收集。
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