植耀輝: 中美簽署協議美股揚 阿里續候低分段吸納
耀才證券研究部總監植耀輝稱,美股隔晚(15日)繼續有好表現,中美簽署首階段貿易協議,利好美股投資氣氛,道指上升90點或0.31%,收報29,030點,標普500指數亦升0.2%,收報3,289點,納指微升7點,收報9,258點。
至於首階段協議之具體內容,中國同意在未來兩年內向美方購買價值至少2,000億美元商品,商品將包括工業品、農業及能源多個方面。美國總統特朗普表示,2,000億美元美國商品及服務,包括製造業設備750億美元,農產品500億美元,能源500億美元,服務產品400億至500億美元;與此同時,他亦表示中方承諾會加強保障知識產權,以及不會大幅貶值貨幣。
不過,美國仍保留對2,500億美元中國貨徵收兩成半關稅。特朗普指他同意當兩國談判達成第二階段經貿協議時,美國將撤銷餘下關稅。
港股昨日則表現反覆,雖然中美首階段貿易協議簽署在即,但市場傳出多個不同內容之版本,令恆指維持拉鋸格局,另外再有部分股份宣布股東減持消息,亦對氣氛有一定負面影響。最終恆指收市下跌111點,收報28,773點,成交量亦再次突破1,000億元。雖然達成首階段協議,不過由於相關消息已被市場消化,加上港股29,000點阻力不輕,相信短期內將繼續於現水平拉鋸。
個股方面,阿里巴巴(09988.HK)受Altaba(前身為雅虎)減持消息,股價昨日有所回調。據Altaba披露,預計將於未來數個交易日悉售其所持有之阿里巴巴ADS股份。不過其實去年4月Altaba已對外宣布,計畫通過公開市場或二級市場的方式轉讓或出售股份,故相關影響已是預期之內,何況今次減持之股份數量為500萬股ADS,對阿里實際影響不大,故維持對其樂觀看法不變,如調整至210元以下,可考慮分注吸納並作中長線持有。
(筆者為證監會持牌人)~
阿思達克財經新聞
網址: www.aastocks.com
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.